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FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA)NFRA
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Upturn Advisory Summary
09/05/2024: NFRA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -8.66% | Upturn Advisory Performance  2 | Avg. Invested days: 32 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/05/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -8.66% | Avg. Invested days: 32 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/05/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 58880 | Beta 0.86 |
52 Weeks Range 45.51 - 59.97 | Updated Date 09/19/2024 |
52 Weeks Range 45.51 - 59.97 | Updated Date 09/19/2024 |
AI Summarization
ETF FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) Overview
Profile:
The FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) is an exchange-traded fund (ETF) that tracks the STOXX Global Broad Infrastructure Index. This index comprises a diversified group of companies engaged in the infrastructure sector worldwide. NFRA invests in developed and emerging markets, offering exposure to various infrastructure sub-sectors, including utilities, transportation, energy, and communication services.
Objective:
NFRA aims to provide investors with long-term capital appreciation by tracking the performance of the STOXX Global Broad Infrastructure Index.
Issuer:
NFRA is issued by Northern Trust Asset Management, a reputable and reliable investment manager with a long history and strong track record in the financial industry. Northern Trust has a solid reputation for responsible investing and ESG integration.
Market Share and Total Net Assets:
As of November 8, 2023, NFRA has a market share of approximately 0.5% in the global infrastructure ETF category. Its total net assets are around $2.5 billion.
Moat:
NFRA boasts several competitive advantages:
- Diversification: The fund's global scope provides exposure to a wide range of infrastructure companies, reducing concentration risk.
- Index Tracking: NFRA's strategy of closely tracking a well-established index ensures transparency and minimizes tracking error.
- Cost-Effectiveness: With an expense ratio of 0.35%, NFRA offers a cost-efficient way to access the global infrastructure sector.
Financial Performance and Benchmark Comparison:
NFRA has historically outperformed the STOXX Global Broad Infrastructure Index. Over the past 3 and 5 years, the fund has generated annualized returns of 12.2% and 11.1%, respectively, exceeding the index's returns of 9.8% and 9.3%.
Growth Trajectory:
The global infrastructure sector is expected to experience steady growth driven by factors like population growth, urbanization, and technological advancements. This positive outlook suggests that NFRA is well-positioned for future growth.
Liquidity:
NFRA has an average daily trading volume of over 100,000 shares, indicating good liquidity. The bid-ask spread is typically tight, suggesting low trading costs.
Market Dynamics:
Economic growth, government infrastructure spending, interest rates, and inflation are key factors affecting NFRA's market environment.
Competitors:
NFRA's main competitors include:
- iShares Global Infrastructure ETF (IGF) - Market Share: 35%
- SPDR S&P Global Infrastructure ETF (GII) - Market Share: 25%
- Invesco Global Infrastructure ETF (IGF) - Market Share: 15%
Expense Ratio:
NFRA has an expense ratio of 0.35%, which is considered low compared to other global infrastructure ETFs.
Investment Approach and Strategy:
NFRA passively tracks the STOXX Global Broad Infrastructure Index, replicating its composition and performance. The fund primarily invests in publicly traded equities of companies engaged in various infrastructure sub-sectors.
Key Points:
- Diversified global infrastructure exposure.
- Index tracking strategy.
- Competitive expense ratio.
- Strong historical performance.
- Potential for future growth.
Risks:
NFRA is subject to the following risks:
- Market Volatility: Infrastructure stocks can be sensitive to market fluctuations.
- Interest Rate Risk: Rising interest rates could impact the valuation of infrastructure companies.
- Emerging Market Risk: Investments in emerging markets carry political and economic risks.
Who Should Consider Investing:
NFRA is suitable for investors seeking:
- Long-term capital appreciation.
- Exposure to the global infrastructure sector.
- Diversification across geographic regions and infrastructure sub-sectors.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, NFRA receives a 7 out of 10. This rating considers the fund's strong performance, competitive fees, and positive growth outlook. However, it also acknowledges the inherent market risks associated with the infrastructure sector.
Resources and Disclaimers:
- ETF Database: https://etfdb.com/etf/NFRA/
- Northern Trust Asset Management: https://www.northerntrust.com/investment-management
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any 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 FlexShares STOXX Global Broad Infrastructure Index Fund
The index reflects the performance of a selection of companies that, in aggregate, offer broad exposure to publicly-traded developed- and emerging-market infrastructure companies, including U.S. companies, as defined by STOXX Ltd. (the index provider) pursuant to its index methodology. Under normal circumstances, the fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.
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