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FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA)
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Upturn Advisory Summary
03/13/2025: NFRA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -10.22% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Volume (30-day avg) 99380 | Beta 0.89 | 52 Weeks Range 49.58 - 58.67 | Updated Date 04/2/2025 |
52 Weeks Range 49.58 - 58.67 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares STOXX Global Broad Infrastructure Index Fund
ETF Overview
Overview
The FlexShares STOXX Global Broad Infrastructure Index Fund (IGF) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX Global Broad Infrastructure Index. It invests in companies that derive a significant portion of their revenue from infrastructure-related activities globally.
Reputation and Reliability
FlexShares is a suite of ETFs managed by Northern Trust Asset Management, a well-established and reputable asset manager.
Management Expertise
Northern Trust has significant experience in managing index-based and actively managed investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the STOXX Global Broad Infrastructure Index.
Investment Approach and Strategy
Strategy: Tracks the STOXX Global Broad Infrastructure Index.
Composition Primarily holds stocks of companies involved in infrastructure-related industries such as utilities, transportation, and energy infrastructure.
Market Position
Market Share: The fund holds a moderate market share within the global infrastructure ETF category.
Total Net Assets (AUM): 1637000000
Competitors
Key Competitors
- iShares Global Infrastructure ETF (IGF)
- SPDR S&P Global Infrastructure ETF (GII)
- First Trust Global Infrastructure ETF (FGII)
Competitive Landscape
The global infrastructure ETF market is competitive, with several established players. IGF's advantages include its well-known index and established track record, while its expense ratio could be a disadvantage compared to some lower-cost alternatives. Competition also involves the specific types of infrastructure exposure (e.g., focusing on renewable energy infrastructure).
Financial Performance
Historical Performance: Historical performance varies depending on the time period; long-term performance can be accessed via standard financial data providers.
Benchmark Comparison: The ETF's performance is expected to closely track the STOXX Global Broad Infrastructure Index.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
The average daily trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting sufficient trading activity and efficient market making.
Market Dynamics
Market Environment Factors
Economic indicators, infrastructure spending policies, interest rates, and regulatory changes affect the ETF's performance. Growth in developing economies also can have an impact.
Growth Trajectory
The ETF's growth is dependent on global infrastructure development and investment trends. It responds to shifts in the global economy.
Moat and Competitive Advantages
Competitive Edge
IGF benefits from the established STOXX Global Broad Infrastructure Index, providing broad exposure to global infrastructure companies. Its competitive edge lies in the recognizable brand of Northern Trust and its established presence in the ETF market. The ETF's diversified approach to infrastructure investing is also an advantage. However, others offer more focused exposure.
Risk Analysis
Volatility
The ETF's volatility is correlated with the overall market and the specific infrastructure sectors it invests in.
Market Risk
The ETF is exposed to market risk, sector-specific risk (e.g., utilities, transportation), and international risks due to its global holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation and income through exposure to global infrastructure assets. It is suitable for those who believe infrastructure will grow.
Market Risk
Suitable for long-term investors seeking diversification and exposure to the infrastructure sector; may also suit passive index followers.
Summary
The FlexShares STOXX Global Broad Infrastructure Index Fund (IGF) offers exposure to a diversified portfolio of global infrastructure companies, tracking the STOXX Global Broad Infrastructure Index. Managed by Northern Trust, it aims to provide long-term capital appreciation and income. While having reasonable liquidity, investors need to consider its expense ratio and market risks along with the ETF's performance aligning to its benchmark index, before investing. It is a good fit for those seeking broad infrastructure exposure and a passive investment strategy.
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Sources and Disclaimers
Data Sources:
- FlexShares
- STOXX
- FactSet
- Morningstar
Disclaimers:
Data is based on publicly available information and is subject to change. Past performance is not indicative of future results. Consult 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 FlexShares STOXX Global Broad Infrastructure Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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