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iShares MSCI China ETF (MCHI)MCHI
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
08/08/2024: MCHI (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 7.81% | Upturn Advisory Performance  3 | Avg. Invested days: 43 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 08/08/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 7.81% | Avg. Invested days: 43 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 08/08/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3099920 | Beta 1.02 |
52 Weeks Range 35.43 - 47.48 | Updated Date 09/19/2024 |
52 Weeks Range 35.43 - 47.48 | Updated Date 09/19/2024 |
AI Summarization
Profile: The iShares MSCI China ETF is a passively managed exchange-traded fund that seeks to track the performance of the MSCI China Index. The ETF primarily focuses on investing in large and mid-sized companies in China across various sectors such as technology, consumer discretionary, financials, and industrials. The asset allocation of the ETF is predominantly in Chinese equities with a diversified portfolio to reduce risk. The investment strategy is to replicate the index by investing in a similar proportion of securities.
Objective: The primary investment goal of the iShares MSCI China ETF is to provide investors with exposure to the Chinese equity market and to achieve returns that correspond to the performance of the MSCI China Index.
Issuer: The iShares MSCI China ETF is issued by BlackRock, a globally renowned investment management firm with a strong reputation and track record in the market. The management team responsible for the ETF has extensive experience and expertise in managing index-tracking funds.
Market Share: The iShares MSCI China ETF holds a significant market share in the Chinese equity ETF sector due to its popularity among investors seeking exposure to the Chinese market.
Total Net Assets: The total assets under management for the iShares MSCI China ETF are substantial, reflecting a high level of investor interest in the fund.
Moat: The iShares MSCI China ETF's competitive advantages lie in its strong management team, efficient replication of the index, and its diversified portfolio of Chinese equities.
Financial Performance: The historical financial performance of the iShares MSCI China ETF has been strong, with consistent returns over different time periods. The ETF's performance is closely aligned with its benchmark index, indicating effective tracking.
Growth Trajectory: The iShares MSCI China ETF has exhibited positive growth trends over time, driven by the growth potential of the Chinese equity market.
Liquidity: The ETF has high liquidity, as indicated by its average trading volume and narrow bid-ask spread, making it easy for investors to buy and sell shares.
Market Dynamics: Factors affecting the ETF's market environment include economic indicators, sector growth prospects in China, and overall market conditions that impact Chinese equities.
Competitors: Key competitors of the iShares MSCI China ETF include other Chinese equity ETFs with different investment strategies and market share percentages.
Expense Ratio: The expense ratio of the fund is competitive, including management fees and operational costs, which are crucial for investors to consider when evaluating the ETF's overall cost.
Investment Approach and Strategy: The iShares MSCI China ETF aims to track the MSCI China Index by investing in a diversified portfolio of Chinese equities. The ETF consists primarily of stocks, reflecting its focus on the Chinese equity market.
Key Points: The iShares MSCI China ETF offers investors exposure to the Chinese equity market through a diversified and cost-effective investment vehicle with strong historical performance and a reputable issuer.
Risks: Risks associated with the ETF include volatility in the Chinese equity market, market risk related to the underlying assets, and geopolitical factors that may impact Chinese stocks.
Who Should Consider Investing: Investors seeking exposure to the Chinese equity market, diversification in their portfolio, and potential growth opportunities in China may consider investing in the iShares MSCI China ETF.
Evaluation of ETF iShares MSCI China ETF’s fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI' The iShares MSCI China ETF's fundamentals are rated 8 out of 10 based on a comprehensive analysis of its financial health, market position, and future prospects. The ETF has shown strong historical performance, has a competitive expense ratio, and offers exposure to a growing market, making it a favorable investment option.
Resources and Disclaimers: Sources used for this analysis include the official website of BlackRock and financial news websites. This information is for informational purposes only and should not be considered as investment advice. Investors should conduct their research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI China ETF
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of equity securities in the top 85% in market capitalization of the Chinese equity securities markets, as represented by the H-shares and B-shares markets. The fund is non-diversified.
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