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Upturn AI SWOT - About
Invesco CurrencyShares® Euro Currency Trust (FXE)
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Upturn Advisory Summary
08/14/2025: FXE (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 5.84% | Avg. Invested days 52 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 10.77 | 52 Weeks Range 93.61 - 108.36 | Updated Date 06/29/2025 |
52 Weeks Range 93.61 - 108.36 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco CurrencyShares® Euro Currency Trust
ETF Overview
Overview
The Invesco CurrencySharesu00ae Euro Currency Trust (FXE) is designed to track the price of the Euro relative to the U.S. dollar, providing investors with a way to gain exposure to the Euro currency market. It primarily focuses on currency exchange rates and does not involve investing in stocks or bonds. The trust holds Euro deposits.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing investment products.
Management Expertise
Invesco has a team of experienced professionals managing its ETFs and currency trusts, with expertise in currency markets and investment management.
Investment Objective
Goal
The primary investment goal is to reflect the price of the euro.
Investment Approach and Strategy
Strategy: FXE aims to reflect the performance of the Euro by holding deposits of Euros.
Composition The ETF's assets consist solely of Euro currency deposits.
Market Position
Market Share: FXE's market share is significant within the Euro currency ETF market, though specific figures fluctuate.
Total Net Assets (AUM): 218000000
Competitors
Key Competitors
- WisdomTree Euro Debt Fund (EURI)
Competitive Landscape
The Euro currency ETF market is dominated by FXE. FXE offers direct exposure to the Euro, while competitors may offer exposure through different instruments or strategies (e.g., Euro-denominated bonds). FXE's advantage lies in its simplicity and direct exposure, while its disadvantage is that it's purely a currency play and not diversified.
Financial Performance
Historical Performance: Historical performance is directly correlated to the Euro's performance against the U.S. dollar.
Benchmark Comparison: The benchmark is the Euro currency itself; FXE aims to closely mirror its performance.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The average daily trading volume of FXE is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in the Eurozone and the US, interest rate differentials, and geopolitical events significantly impact FXE's performance.
Growth Trajectory
Growth trajectory is dependent on the Euro's valuation against the U.S. dollar, with no major changes in strategy or holdings expected.
Moat and Competitive Advantages
Competitive Edge
FXE benefits from being one of the first and most well-known ETFs offering direct exposure to the Euro. Its large AUM and consistent tracking performance give it a competitive edge. The trust structure provides a transparent and straightforward way to access the Euro currency market. It is highly liquid, making it easy to trade. The Euro is used for international transactions.
Risk Analysis
Volatility
FXE's volatility is tied to the volatility of the Euro against the U.S. dollar.
Market Risk
Market risk includes currency fluctuations, changes in monetary policy by the European Central Bank, and economic conditions in the Eurozone.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking to gain direct exposure to the Euro currency market, hedge against Euro-denominated assets, or speculate on currency movements.
Market Risk
FXE is suitable for active traders, currency speculators, and investors seeking to diversify their portfolio with currency exposure.
Summary
Invesco CurrencySharesu00ae Euro Currency Trust (FXE) is designed to track the price of the Euro relative to the U.S. dollar. It provides investors with a direct and transparent way to gain exposure to the Euro currency market. The ETF's performance is directly tied to the Euro's movements, making it suitable for investors with specific views on the currency. Risks include currency fluctuations and changes in monetary policy. FXE is a liquid instrument that benefits from a straightfoward investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Seeking Alpha
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and financial data are 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 Invesco CurrencyShares® Euro Currency Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to reflect the price in USD of the Euro. The Shares are intended to provide institutional and retail investors with a simple, cost-effective means of gaining investment benefits similar to those of holding euro.
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