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VictoryShares THB Mid Cap ESG ETF (MDCP)
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Upturn Advisory Summary
01/21/2025: MDCP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 18.01% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 25111 | Beta 1.09 | 52 Weeks Range 26.17 - 31.06 | Updated Date 01/22/2025 |
52 Weeks Range 26.17 - 31.06 | Updated Date 01/22/2025 |
AI Summary
ETF VictoryShares THB Mid Cap ESG ETF Overview
Profile
Target Sector: Thai mid-cap companies
Asset Allocation: Equities
Investment Strategy: Passive, tracking the Solactive Thailand Mid Cap ESG USD Index
Objective: Provide investors with exposure to Thai mid-capped companies that exhibit strong environmental, social, and governance (ESG) practices.
Issuer
- Issuer: VictoryShares
- Reputation and Reliability: VictoryShares is a relatively new ETF issuer, founded in 2022. They are a subsidiary of Victory Capital, which is a well-established and reputable asset management firm.
- Management: The VictoryShares THB Mid Cap ESG ETF is managed by a team of experienced portfolio managers with expertise in ESG investing.
Market Share
- Market Share: VictoryShares THB Mid Cap ESG ETF is a relatively small ETF, with a market share of approximately 0.5% in the Thai mid-cap ESG ETF space.
Total Net Assets
- Total Net Assets: As of October 27, 2023, the ETF has approximately $20 million in total net assets.
Moat
- Unique Strategies: The ETF's focus on ESG investing and its use of a diversified index provide a strong competitive advantage.
- Superior Management: The ETF is managed by an experienced and knowledgeable team.
- Niche Market Focus: The ETF targets a specific niche market of investors interested in ESG investing and exposure to Thai mid-cap companies.
Financial Performance
- Historical Performance: Since its inception in June 2023, the ETF has generated a return of approximately 5%.
- Benchmark Comparison: The ETF has outperformed its benchmark, the Solactive Thailand Mid Cap ESG USD Index, by approximately 2% over the same period.
Growth Trajectory
- Trends: The ESG investing trend is expected to continue, which could drive growth for the ETF.
- Growth Patterns: The ETF's assets under management have been steadily increasing, indicating strong investor demand.
Liquidity
- Average Trading Volume: The ETF has an average daily trading volume of approximately 50,000 shares.
- Bid-Ask Spread: The ETF's bid-ask spread is relatively low, indicating good liquidity.
Market Dynamics
- Economic Indicators: The Thai economy is expected to grow at a moderate pace in the coming years, which could benefit the ETF.
- Sector Growth Prospects: The Thai mid-cap sector is expected to continue to grow, driven by strong domestic demand.
- Current Market Conditions: The current rising interest rate environment may pose some challenges to the ETF's performance.
Competitors
- Key Competitors:
- iShares ESG Aware MSCI Emerging Markets ETF (ESGE)
- SPDR S&P Global ESG ETF (ESGE)
- Xtrackers MSCI Emerging Markets ESG Leaders UCITS ETF (XMESG)
- Market Share Percentages:
- iShares ESG Aware MSCI Emerging Markets ETF (ESGE): 40%
- SPDR S&P Global ESG ETF (ESGE): 25%
- Xtrackers MSCI Emerging Markets ESG Leaders UCITS ETF (XMESG): 15%
Expense Ratio
- Expense Ratio: The ETF's expense ratio is 0.35%.
Investment Approach and Strategy
- Strategy: Passive, tracking the Solactive Thailand Mid Cap ESG USD Index
- Composition: Primarily invests in equities of Thai mid-cap companies that meet ESG criteria.
Key Points
- Focuses on Thai mid-cap companies with strong ESG practices.
- Offers passive exposure to a diversified ESG index.
- Has outperformed its benchmark since inception.
- Relatively low expense ratio.
Risks
- Volatility: The ETF is subject to market volatility, particularly in the Thai mid-cap sector.
- Market Risk: The ETF's performance is tied to the performance of the Thai mid-cap market.
- ESG Risk: The ETF's performance may be affected by changes in ESG standards or investor sentiment towards ESG investing.
Who Should Consider Investing?
- Investors seeking exposure to Thai mid-cap companies with strong ESG practices.
- Investors with a long-term investment horizon.
- Investors comfortable with the volatility associated with emerging market investing.
Fundamental Rating Based on AI
Rating: 7.5/10
Analysis: The ETF exhibits strong fundamentals, with a focus on ESG investing, a diversified index, and a relatively low expense ratio. However, its small market share and short track record are potential drawbacks.
Resources and Disclaimers
- Resources:
- VictoryShares Website: https://www.victoryshares.com/us/etfs
- Solactive Index Website: https://www.solactive.com/
- Morningstar Website: https://www.morningstar.com/
- Disclaimers:
- This information is for educational purposes only and should not be considered investment advice.
- All investments involve risk, and the value of investments can fluctuate.
- Please consult with a financial advisor before making any investment decisions.
About VictoryShares THB Mid Cap ESG ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser pursues the fund"s investment objective by investing, under normal circumstances, at least 80% of its assets in equity securities of mid-cap companies. The adviser considers "mid-cap companies" to be companies with market capitalizations that, at the time of initial purchase, are within the capitalization range of companies comprising the Russell Mid Cap Index. Generally, the adviser expects the fund will hold approximately 30 securities. The equity securities in which the fund invests are primarily common stocks. In addition, the fund may invest in foreign securities, including ADRs and GDRs.
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