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Upturn AI SWOT - About
iShares MSCI New Zealand ETF (ENZL)
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Upturn Advisory Summary
08/14/2025: ENZL (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 -7.99% | Avg. Invested days 46 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 38.56 - 49.26 | Updated Date 06/30/2025 |
52 Weeks Range 38.56 - 49.26 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares MSCI New Zealand ETF
ETF Overview
Overview
The iShares MSCI New Zealand ETF (ENZL) seeks to track the investment results of an index composed of New Zealand equities. It provides exposure to a broad range of companies in New Zealand, spanning various sectors, aiming to reflect the overall performance of the New Zealand stock market. The ETF employs a representative sampling strategy to achieve its investment objective.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, possesses significant expertise in investment management and ETF administration, providing a strong foundation for managing the ENZL ETF.
Investment Objective
Goal
The investment objective of ENZL is to track the investment results of the MSCI New Zealand Investable Market Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI New Zealand Investable Market Index, which represents the broad New Zealand equity market.
Composition The ETF primarily holds stocks of companies domiciled in New Zealand, representing a variety of sectors.
Market Position
Market Share: ENZL holds a significant, but not necessarily dominant, share in the specific niche of New Zealand-focused ETFs.
Total Net Assets (AUM): 52868539
Competitors
Key Competitors
Competitive Landscape
The competitive landscape for New Zealand-focused ETFs is limited, meaning ENZL doesn't have many direct competitors in the US ETF market. The absence of competitors gives ENZL a significant advantage for investors specifically seeking exposure to the New Zealand equity market. A potential disadvantage is the lack of price competition, which could translate to higher expense ratios compared to more competitive ETF segments.
Financial Performance
Historical Performance: Historical performance data is needed and will change over time. Please use current, historical data. Performance data can be input using the following schema: [year1 return, year2 return, year3 return, etc.]
Benchmark Comparison: Comparing the ETF's performance to the MSCI New Zealand Investable Market Index (its benchmark) will reveal how closely it is tracking the index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
ENZL's average trading volume is moderate, which may impact the ease of buying and selling shares, especially in larger quantities.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but is generally moderate, which may impact the overall cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators in New Zealand, global trade relations, and sector-specific growth prospects in New Zealand significantly influence ENZL's performance.
Growth Trajectory
The growth trajectory of ENZL depends on the overall performance of the New Zealand economy and its equity market, with changes in strategy and holdings reflecting adjustments to the underlying index.
Moat and Competitive Advantages
Competitive Edge
ENZL's primary advantage is its targeted exposure to the New Zealand equity market, offering investors a convenient way to access a specific geographic region. It provides diversification benefits and access to companies that may not be available on major U.S. exchanges. iShares' established reputation and BlackRock's management expertise also contribute to investor confidence. ENZL offers cost-efficient, passive exposure to the New Zealand market, which might be appealing to investors looking for broad-based geographical diversification within their portfolios.
Risk Analysis
Volatility
ENZL's volatility is influenced by the volatility of the New Zealand equity market, which may be higher or lower than that of the U.S. market.
Market Risk
Specific risks include currency risk (exposure to the New Zealand dollar), economic and political risks specific to New Zealand, and potential concentration risk within certain sectors of the New Zealand economy.
Investor Profile
Ideal Investor Profile
ENZL is suitable for investors seeking exposure to the New Zealand equity market for diversification purposes, or those with a positive outlook on the New Zealand economy.
Market Risk
ENZL is best suited for long-term investors who are looking for passive exposure to the New Zealand equity market, as opposed to active traders.
Summary
The iShares MSCI New Zealand ETF (ENZL) provides investors with a convenient way to access the New Zealand equity market. Its objective is to track the MSCI New Zealand Investable Market Index, providing diversification benefits for global portfolios. Potential risks include currency fluctuations and economic factors specific to New Zealand. ENZL is best suited for long-term investors seeking geographical diversification, and iShares' reputable track record provides an added layer of confidence.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- MSCI Index Fact Sheet
- BlackRock Fund Information
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and risk tolerance. Data is based on available information and may be subject to change.
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 New Zealand ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large-, mid- and small-capitalization segments of the equity market in New Zealand. 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.