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Upturn AI SWOT - About
iShares New York Muni Bond ETF (NYF)
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Upturn Advisory Summary
09/16/2025: NYF (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.
Analysis of Past Performance
Type ETF | Historic Profit 1.43% | Avg. Invested days 38 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 49.79 - 53.52 | Updated Date 06/30/2025 |
52 Weeks Range 49.79 - 53.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares New York Muni Bond ETF
ETF Overview
Overview
The iShares New York Muni Bond ETF (NYF) seeks to track the investment results of an index composed of investment-grade New York municipal bonds. It focuses on providing exposure to the New York municipal bond market, offering income that is generally exempt from federal and New York state and city income taxes. The fund allocates its assets to a variety of municipal bonds issued by New York state and its municipalities. Its investment strategy involves purchasing a representative sample of securities included in the underlying index.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a strong track record in the market.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing fixed-income funds.
Investment Objective
Goal
To track the investment results of an index composed of investment-grade New York municipal bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index of New York municipal bonds.
Composition The ETF primarily holds municipal bonds issued by the state of New York and its municipalities.
Market Position
Market Share: NYF has a moderate market share within the New York municipal bond ETF category.
Total Net Assets (AUM): 102665296
Competitors
Key Competitors
- VNY
- HYNY
- NUVB
Competitive Landscape
The competitive landscape consists of other ETFs focusing on New York municipal bonds. NYF benefits from the iShares brand but faces competition from ETFs with potentially lower expense ratios or different index tracking methodologies. VNY offers a competitive alternative with a similar focus. NYF advantages include strong brand recognition and liquidity, while potential disadvantages are its expense ratio compared to other similar funds.
Financial Performance
Historical Performance: Historical performance data unavailable without real-time data access.
Benchmark Comparison: Benchmark comparison unavailable without real-time data access.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume for NYF indicates moderate liquidity, generally facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for NYF is generally tight, suggesting efficient trading and minimal transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators in New York, interest rate changes, and the overall health of the municipal bond market affect NYF.
Growth Trajectory
NYF's growth trajectory depends on investor demand for tax-exempt income and the performance of the New York municipal bond market.
Moat and Competitive Advantages
Competitive Edge
NYF's competitive advantages include the well-established iShares brand, a focus on the New York municipal bond market, providing tax-exempt income for New York residents. This combination can attract investors seeking localized, tax-advantaged investment opportunities. Its size and liquidity also contribute to its appeal, offering efficient trading for investors.
Risk Analysis
Volatility
NYF's volatility is generally low to moderate, reflecting the nature of municipal bonds.
Market Risk
The primary risks associated with NYF include interest rate risk, credit risk of the municipal bond issuers, and changes in tax laws.
Investor Profile
Ideal Investor Profile
The ideal investor for NYF is a New York resident seeking tax-exempt income and a relatively stable investment.
Market Risk
NYF is best suited for long-term investors and those seeking passive income.
Summary
The iShares New York Muni Bond ETF (NYF) offers exposure to investment-grade New York municipal bonds, providing tax-exempt income. Its performance is closely tied to the New York municipal bond market. The ETF is managed by BlackRock, a reputable issuer. NYF is suitable for New York residents seeking a stable, tax-advantaged investment option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 New York Muni Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the index that BFA believes will help it track the index. The index includes a 5% weighting to U.S. dollar denominated investment grade tax-exempt debt publicly issued in the U.S. domestic market by states other than New York and such states' political subdivisions. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.