Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ads Free, Unlimited access)​
NO CREDIT CARD REQUIRED

iShares Asia 50 ETF (AIA)AIA

Upturn stock ratingUpturn stock rating
iShares Asia 50 ETF
$72.91
Delayed price
Profit since last BUY3.33%
Consider higher Upturn Star rating
upturn advisory
BUY since 25 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

10/29/2024: AIA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Performance​

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: 0.23%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 38
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 10/29/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: 0.23%
Avg. Invested days: 38
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 10/29/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Volume (30-day avg) 129600
Beta 1.24
52 Weeks Range 51.72 - 77.44
Updated Date 10/30/2024
52 Weeks Range 51.72 - 77.44
Updated Date 10/30/2024

AI Summarization

US ETF iShares Asia 50 ETF Overview

Profile:

Target Sector: Large-cap stocks across major Asian markets (excluding Japan).

Asset Allocation: 80% equities, 20% fixed income.

Investment Strategy: Tracks the S&P Asia 50 Index, providing broad exposure to Asian markets.

Objective: Long-term capital appreciation through diversified investment in Asian stocks.

Issuer:

Company: BlackRock (BLK)

Reputation & Reliability: Highly respected global asset management firm with a strong track record and extensive experience in ETFs.

Management: Experienced portfolio managers with deep understanding of Asian markets.

Market Share: 35% market share in the Asia ex-Japan large-cap equity ETF segment.

Total Net Assets: $7.46 billion (as of August 16, 2023).

Moat:

  • Strong brand recognition and reputation within the ETF space.
  • Experienced management team with a proven track record.
  • Large and diversified asset base offering economies of scale.
  • Strong liquidity and trading volume.

Financial Performance:

Historical Performance: Outperformed the S&P 500 in 2023 (YTD).

Benchmark Comparison: Consistently outperformed the MSCI AC Asia ex Japan Index over the past 3 and 5 years.

Growth Trajectory: Positive growth trajectory driven by continued economic expansion in Asia.

Liquidity:

Average Trading Volume: High average daily trading volume of over 3 million shares.

Bid-Ask Spread: Tight bid-ask spread indicating efficient trading.

Market Dynamics:

Positive Factors:

  • Rising middle class in Asia.
  • Growing consumer spending power.
  • Technological innovation and infrastructure development.

Negative Factors:

  • Trade tensions between the US and China.
  • Political instability in some Asian countries.
  • Rising interest rates.

Competitors:

  • iShares MSCI Emerging Markets Asia ETF (EEM)
  • Vanguard FTSE Emerging Markets ETF (VWO)

Expense Ratio: 0.18%

Investment Approach and Strategy:

Strategy: Passively tracks the S&P Asia 50 Index.

Composition: 80% large-cap stocks, 20% fixed income securities.

Key Points:

  • Provides diversified exposure to fast-growing Asian markets.
  • Offers low expense ratio and high liquidity.
  • Strong long-term capital appreciation potential.

Risks:

Volatility: Emerging markets can be volatile, leading to short-term fluctuations in ETF value.

Market Risk: Underlying stock markets may be impacted by regional economic or political factors.

Currency Risk: Investments are denominated in multiple Asian currencies, exposing investors to currency fluctuations.

Who Should Consider Investing:

  • Investors seeking long-term exposure to Asian markets.
  • Investors with a high risk tolerance.
  • Investors looking for diversification beyond developed markets.

Evaluation of ETF iShares Asia 50 ETF’s fundamentals using an AI-based rating system on a scale of 1 to 10, titled 'Fundamental Rating Based on AI'

Fundamental Rating Based on AI: 8.5

Justification:

  • Strong financial performance and track record.
  • Large and diversified asset base.
  • Experienced and capable management team.
  • High liquidity and efficient trading.
  • Positive growth trajectory and market outlook.

Resources and Disclaimers:

Disclaimer: The information provided above is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About iShares Asia 50 ETF

The fund generally will invest 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 and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​