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SPDR® MSCI Emerging Markets StrategicFactors ETF (QEMM)
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Upturn Advisory Summary
12/12/2024: QEMM (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
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 -8.92% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/12/2024 |
Key Highlights
Volume (30-day avg) 1577 | Beta 0.81 | 52 Weeks Range 52.30 - 62.64 | Updated Date 01/22/2025 |
52 Weeks Range 52.30 - 62.64 | Updated Date 01/22/2025 |
AI Summary
ETF SPDR® MSCI Emerging Markets StrategicFactors ETF (EMXF) Overview:
Profile:
- Target Sector: Emerging markets equities
- Asset Allocation: Focuses on large- and mid-cap stocks across various sectors in emerging markets.
- Investment Strategy: Employs a smart beta approach, combining fundamental and quantitative factors to select stocks. Aims for higher returns and lower volatility compared to the broad emerging market index.
Objective:
- To provide long-term capital appreciation by investing in a diversified portfolio of emerging market equities, with enhanced risk-adjusted returns.
Issuer:
- State Street Global Advisors (SSGA):
- Reputation: A highly reputable and well-established asset management firm with a long history and strong track record.
- Management: Experienced and qualified investment professionals manage the ETF.
Market Share:
- Holds approximately 0.3% of the emerging market equity ETF market share.
Total Net Assets:
- As of November 2023, the ETF has approximately $1.7 billion in assets under management.
Moat:
- Smart beta approach: Utilizes a proprietary multi-factor model to select stocks, potentially leading to outperformance.
- Experienced management team: SSGA has a strong team of investment professionals with a proven track record.
Financial Performance:
- Historical returns: EMXF has generated competitive returns compared to the broad emerging market index since its inception.
- Benchmark comparison: The ETF has outperformed the MSCI Emerging Markets Index on a risk-adjusted basis.
Growth Trajectory:
- Emerging markets are expected to continue experiencing long-term growth, potentially benefiting the ETF.
- Increasing popularity of smart beta strategies could further drive growth.
Liquidity:
- Average daily trading volume: Over 100,000 shares, indicating good liquidity.
- Bid-ask spread: Tight spread, suggesting low transaction costs.
Market Dynamics:
- Economic growth: Emerging markets economic growth prospects positively impact the ETF.
- Volatility: Emerging markets are inherently volatile, posing potential risks and opportunities.
Competitors:
- iShares Core MSCI Emerging Markets ETF (IEMG)
- Vanguard FTSE Emerging Markets ETF (VWO)
- Xtrackers MSCI Emerging Markets Value Factor ETF (DVEM)
Expense Ratio:
- 0.35%
Investment Approach and Strategy:
- Strategy: Tracks the MSCI Emerging Markets StrategicFactors Index, employing a multi-factor approach.
- Composition: Holds a diversified portfolio of large- and mid-cap stocks across various sectors in emerging markets.
Key Points:
- Smart beta approach for potentially enhanced risk-adjusted returns.
- Experienced management team and reputable issuer.
- Competitive performance track record.
- Good liquidity and low trading costs.
Risks:
- Volatility: Emerging markets are inherently volatile, potentially leading to significant price fluctuations.
- Market risk: The ETF's performance is directly tied to the performance of emerging market equities.
- Currency risk: Fluctuations in exchange rates can impact the ETF's value.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through exposure to emerging market equities.
- Investors comfortable with higher volatility levels in exchange for potential higher returns.
- Investors who believe in the smart beta approach and its potential benefits.
Fundamental Rating Based on AI:
Based on an AI-powered analysis incorporating financial health, market position, and future prospects, EMXF receives a rating of 7 out of 10. The ETF benefits from its strong management, smart beta strategy, and competitive performance. However, the inherent volatility of emerging markets and potential currency risks should be considered.
Resources and Disclaimers:
- Data sources: ETF.com, SSGA website, Morningstar
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a financial professional before making any investment decisions.
Note: This information is based on publicly available data as of November 2023. Data and market conditions may change over time.
About SPDR® MSCI Emerging Markets StrategicFactors ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index captures large- and mid-cap representation across 26 emerging markets countries and aims to represent the performance of value, low volatility, and quality factor strategies.
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