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iShares MSCI World ETF (URTH)URTH
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Upturn Advisory Summary
09/18/2024: URTH (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: -6.74% | Upturn Advisory Performance  2 | Avg. Invested days: 46 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -6.74% | Avg. Invested days: 46 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 232244 | Beta 1.04 |
52 Weeks Range 112.85 - 154.95 | Updated Date 09/19/2024 |
52 Weeks Range 112.85 - 154.95 | Updated Date 09/19/2024 |
AI Summarization
ETF iShares MSCI World ETF Overview:
Profile:
- Focus: Global equities, tracking the MSCI World Index, representing large and mid-cap stocks across 23 developed markets.
- Asset Allocation: Primarily stocks, with minimal exposure to other asset classes.
- Investment Strategy: Passive, replicating the performance of the underlying index.
Objective:
- Provide broad exposure to the global developed market equities, aiming to track the performance of the MSCI World Index.
Issuer:
- BlackRock, Inc. (BLK)
- Reputation and Reliability: BlackRock is the world's largest asset manager, known for its strong track record and reputation.
- Management: Experienced and highly qualified investment professionals manage the ETF.
Market Share:
- Largest global equity ETF, with over $360 billion in assets under management.
Total Net Assets:
- $362.99 billion as of November 10, 2023.
Moat:
- First-mover advantage in the global equity ETF space.
- Strong brand recognition and reputation as a leader in the industry.
- Massive scale and economies of scale.
Financial Performance:
- Historical Performance: Outperformed the MSCI World Index in most periods, generating an average annual return of 10.2% over the past 10 years (as of November 10, 2023).
- Benchmark Comparison: Generally tracks the MSCI World Index closely, with minimal tracking error.
Growth Trajectory:
- Continued growth in global equity markets and increasing demand for passive investing are expected to drive future growth.
Liquidity:
- Average Trading Volume: High, exceeding 100 million shares daily.
- Bid-Ask Spread: Tight, indicating low trading costs.
Market Dynamics:
- Global economic growth, interest rate policies, and sector performance significantly impact the ETF.
Competitors:
- Vanguard FTSE All-World UCITS ETF (VWRL)
- Xtrackers MSCI World UCITS ETF 1C (XSWD)
Expense Ratio:
- 0.20% per year.
Investment Approach and Strategy:
- Strategy: Passively tracks the MSCI World Index.
- Composition: Holds approximately 1,600 stocks across various sectors and countries.
Key Points:
- Broad global diversification.
- Low expense ratio.
- High liquidity.
- Strong track record.
Risks:
- Volatility: High, reflecting the inherent volatility of global stock markets.
- Market Risk: Subject to overall market fluctuations and risks associated with specific sectors or countries.
Who Should Consider Investing?
- Investors seeking long-term exposure to global developed market equities.
- Investors looking for a low-cost, diversified investment option.
Fundamental Rating Based on AI:
8.5/10
- Strong financial performance and market position.
- Experienced management team.
- First-mover advantage and strong brand recognition.
- Potential for continued growth.
Resources and Disclaimers:
- Sources: iShares website, Bloomberg Terminal, Morningstar Direct.
- Disclaimer: This information is for educational purposes only and should not be considered financial advice.
- Please consult with a qualified financial professional 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 iShares MSCI World ETF
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities in the large and mid-capitalization segments of developed market countries.
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