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Upturn AI SWOT - About
Invesco CurrencyShares® Euro Currency Trust (FXE)
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Upturn Advisory Summary
10/10/2025: 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 5.66% | Avg. Invested days 58 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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. It offers a way for investors to gain exposure to the euro without directly trading in the foreign exchange market. The asset allocation focuses entirely on euro currency. The investment strategy is passive, mirroring the euro's performance.
Reputation and Reliability
Invesco is a well-established and reputable asset management firm with a long track record of providing investment products and services.
Management Expertise
Invesco has extensive experience in managing ETFs, including those focused on currencies.
Investment Objective
Goal
The primary investment goal is to reflect the price of the euro.
Investment Approach and Strategy
Strategy: The ETF aims to reflect the performance of the euro against the U.S. dollar, not tracking a specific index but the euro's spot rate.
Composition The ETF holds euro currency deposits.
Market Position
Market Share: FXE holds a significant market share in the currency ETF space, but other currency ETFs also exist.
Total Net Assets (AUM): 227400000
Competitors
Key Competitors
- ProShares UltraShort Euro (EUO)
- iPath EUR/USD Exchange Rate ETN (ERO)
Competitive Landscape
The currency ETF landscape is relatively niche. FXE benefits from being one of the earliest and most liquid euro currency ETFs, providing a competitive advantage. Competitors include leveraged or inverse euro ETFs, which offer different risk/reward profiles, and ETNs, which carry credit risk.
Financial Performance
Historical Performance: Past performance is not indicative of future results and fluctuates with the euro's value.
Benchmark Comparison: The ETF's performance closely mirrors the spot price of the euro against the U.S. dollar.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
FXE has good liquidity with a solid average trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for FXE is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Macroeconomic factors such as interest rate differentials between the U.S. and the Eurozone, economic growth, and political events significantly influence the euro's value and therefore FXE's performance.
Growth Trajectory
FXE's growth is directly tied to the euro's valuation and is subject to global economic forces and currency fluctuations. There are no changes in the holdings or strategy.
Moat and Competitive Advantages
Competitive Edge
FXE is an easily accessible, transparent, and relatively low-cost tool for investors looking to get exposure to the euro. The fund benefits from its first-mover advantage, solid liquidity, and the reputation of its issuer, Invesco. It gives easy access to currency markets. Its simplicity and focus make it attractive to investors seeking direct euro exposure without needing a forex account.
Risk Analysis
Volatility
FXE's volatility depends on the volatility of the euro, which can be influenced by global economic events and policy changes.
Market Risk
The primary risk is currency risk: the euro could depreciate against the U.S. dollar, causing losses for investors. Changes in monetary policy, economic performance and geopolitical events can affect the euro.
Investor Profile
Ideal Investor Profile
Investors seeking tactical exposure to the euro, currency hedgers, or those with international investment portfolios are ideal investors.
Market Risk
FXE is suitable for active traders or investors who understand currency market dynamics, though it might not be a core holding for long-term investors.
Summary
The Invesco CurrencySharesu00ae Euro Currency Trust (FXE) provides a straightforward way to gain exposure to the euro's price fluctuations against the U.S. dollar. Its performance hinges on the euro's performance. FXE is best suited for investors with a specific view on the euro or those seeking to hedge currency risk. However, currency fluctuations pose a significant risk to investors. The ETF offers good liquidity and transparency, making it a suitable trading instrument for those familiar with currency markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investing in ETFs involves risks, including the potential loss of principal.
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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