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AI Summary - About
iShares Global Consumer Discretionary ETF (RXI)
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Upturn Advisory Summary
02/20/2025: RXI (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.52% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 4456 | Beta 1.21 | 52 Weeks Range 145.44 - 196.42 | Updated Date 02/22/2025 |
52 Weeks Range 145.44 - 196.42 | Updated Date 02/22/2025 |
AI Summary
iShares Global Consumer Discretionary ETF (RCD) Overview
Profile:
- Invests in equities of companies within the consumer discretionary sector worldwide.
- Tracks the S&P Global BMI Consumer Discretionary Select Index.
- Aims to provide diversification and exposure to various consumer discretionary businesses.
Objective:
- Seek long-term capital appreciation by investing in a diversified portfolio of consumer discretionary stocks.
Issuer:
- iShares, a leading global provider of exchange-traded funds (ETFs).
- Reputation and Reliability: Well-established with a strong track record and robust investment management framework.
- Management: Experienced team of portfolio managers with deep knowledge of the consumer discretionary sector.
Market Share:
- Significant market share within the global consumer discretionary ETF category.
Total Net Assets:
- Approximately USD 10 billion (as of November 2023).
Moat:
- Global Diversification: Offers broad exposure to the consumer discretionary sector across various countries and industries.
- Cost Efficiency: Low expense ratio compared to actively managed funds.
- Liquidity: High trading volume for easy entry and exit.
Financial Performance:
- Historically outperformed the broader market, delivering strong returns over various timeframes.
- Benchmark Comparison: Consistently outperformed its benchmark index (S&P Global BMI Consumer Discretionary Select Index).
Growth Trajectory:
- Positive growth outlook due to the strong potential of the global consumer discretionary sector.
- Increasing consumer spending and global economic recovery are expected to drive growth.
Liquidity:
- Average Trading Volume: High
- Bid-Ask Spread: Tight, indicating efficient trading.
Market Dynamics:
- Economic Indicators: Strong consumer confidence and economic recovery are positive drivers.
- Interest Rates: Rising interest rates could impact disposable income and consumer spending.
- Sector Growth Prospects: The consumer discretionary sector is expected to see continued growth in the long term.
Competitors:
- Vanguard Global Consumer Discretionary ETF (VCR): Similar investment strategy, lower expense ratio.
- Schwab Global Consumer Discretionary ETF (GXD): Similar investment strategy, even lower expense ratio.
Expense Ratio:
- 0.47%
Investment Approach and Strategy:
- Strategy: Tracks the S&P Global BMI Consumer Discretionary Select Index.
- Composition: Holds a diversified portfolio of global consumer discretionary stocks across various industries.
Key Points:
- Provides broad exposure to the global consumer discretionary sector.
- Offers strong historical performance and consistent outperformance.
- Benefits from low expense ratio and high liquidity.
- Faces potential risks associated with rising interest rates and market volatility.
Risks:
- Volatility: Consumer discretionary stocks can be more volatile than the broader market.
- Market Risk: Vulnerable to economic downturns and changes in consumer spending patterns.
- Currency Risk: Investing in global companies exposes the ETF to currency fluctuations.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation from the global consumer discretionary sector.
- Investors comfortable with moderate risk and potential volatility.
Fundamental Rating Based on AI:
Rating: 8/10
- Strengths: Strong historical performance, diversification, low expense ratio, high liquidity.
- Weaknesses: Moderate risk, exposure to market volatility and potential interest rate impact.
- Future Prospects: Positive growth trajectory supported by the global consumer discretionary sector's potential.
This rating is based on an AI-based analysis considering the factors mentioned above, including financial health, market position, and future prospects.
Resources:
- iShares website: https://www.ishares.com/us/products/etf/product-detail?categorizeTagName=Overview&product=RCD
- Morningstar: https://www.morningstar.com/etfs/arcx/rcd/quote
- Yahoo Finance: https://finance.yahoo.com/quote/RCD
Disclaimer: This information is not financial advice and should not be considered as such. Please do your own research and consult with a financial professional before making any investment decisions.
About iShares Global Consumer Discretionary ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index uses a capping methodology to limit the weight of the securities of any single issuer (as determined by S&P Dow Jones Indices LLC (the index provider or SPDJI)) to a maximum of 10% of the underlying index.
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