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Upturn AI SWOT - About
iShares China Large-Cap ETF (FXI)
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Upturn Advisory Summary
04/22/2025: FXI (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 18.08% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 62483157 | Beta 1.1 | 52 Weeks Range 24.23 - 38.73 | Updated Date 04/23/2025 |
52 Weeks Range 24.23 - 38.73 | Updated Date 04/23/2025 |
Upturn AI SWOT
iShares China Large-Cap ETF
ETF Overview
Overview
The iShares China Large-Cap ETF (FXI) seeks to track the investment results of an index composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange. It offers exposure to a broad range of Chinese companies across various sectors and is primarily focused on large-cap equities. The fund typically invests in securities of companies that are domiciled in China and trade on the Hong Kong Stock Exchange.
Reputation and Reliability
iShares is a well-established and reputable ETF provider managed by BlackRock, one of the world's largest asset managers. BlackRock has a long track record of providing reliable and innovative investment products.
Management Expertise
BlackRock's management team possesses extensive experience and expertise in managing ETFs, leveraging sophisticated investment strategies and risk management techniques.
Investment Objective
Goal
The investment seeks to track the investment results of the FTSE China 50 Index, composed of large-capitalization Chinese equities that trade on the Hong Kong Stock Exchange.
Investment Approach and Strategy
Strategy: FXI aims to replicate the performance of the FTSE China 50 Index, providing exposure to the largest and most liquid Chinese companies listed in Hong Kong.
Composition FXI primarily holds stocks of Chinese companies listed on the Hong Kong Stock Exchange. It may also invest in depositary receipts representing such securities.
Market Position
Market Share: FXI holds a significant market share in the China large-cap ETF category, though competition exists.
Total Net Assets (AUM): 2720000000
Competitors
Key Competitors
- iShares MSCI China ETF (MCHI)
- Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR)
- KraneShares CSI China Internet ETF (KWEB)
Competitive Landscape
The China large-cap ETF market is competitive, with FXI facing competition from MCHI, ASHR and KWEB. FXI's advantage lies in its focus on the largest Chinese companies listed in Hong Kong. A disadvantage is its limited scope compared to broader China ETFs like MCHI, which includes more stocks and different share classes. ASHR offers exposure to mainland China A-shares, a segment not covered by FXI, while KWEB targets the Chinese internet sector.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Numerical data would be inserted here.
Benchmark Comparison: FXI's performance should be compared to the FTSE China 50 Index.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
FXI exhibits a high average trading volume, indicating strong liquidity.
Bid-Ask Spread
FXI generally has a tight bid-ask spread, resulting in lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes, and geopolitical events all significantly impact FXI's performance. The performance of listed Hong Kong companies is very tied to investor sentiment regarding China's economy.
Growth Trajectory
FXI's growth trajectory is tied to the performance of the Chinese economy and the Hong Kong stock market. Changes in the composition of the FTSE China 50 Index can also affect the fund's holdings.
Moat and Competitive Advantages
Competitive Edge
FXI's competitive advantage lies in its focused exposure to the largest and most liquid Chinese companies listed in Hong Kong. Its long track record and established brand recognition further solidify its position. The fund's association with iShares/BlackRock, a reputable issuer, lends credibility. However, its narrow focus compared to broader China ETFs can be a limitation. Accessing large cap Hong Kong listed Chinese stocks offers a different risk and reward profile compared to Mainland China A-shares.
Risk Analysis
Volatility
FXI's volatility is influenced by the inherent risks associated with investing in emerging markets and Chinese equities. Macroeconomic and political uncertainties contribute to its price fluctuations.
Market Risk
FXI is subject to market risk, including fluctuations in the Chinese stock market, currency risk related to the Hong Kong dollar, and geopolitical risks affecting Chinese companies.
Investor Profile
Ideal Investor Profile
FXI is suitable for investors seeking targeted exposure to large-cap Chinese equities traded on the Hong Kong Stock Exchange.
Market Risk
FXI can be suitable for both long-term investors seeking diversification and active traders looking to capitalize on short-term market movements in Chinese equities.
Summary
The iShares China Large-Cap ETF (FXI) offers investors a focused and liquid way to access the largest Chinese companies listed in Hong Kong. Its performance is closely tied to the Chinese economy and the Hong Kong stock market. However, the fund is susceptible to market volatility, economic factors, and regulatory risks in China. Investors should be aware of these factors before investing in FXI. FXI offers a compelling, albeit narrowly defined, approach to gaining Chinese stock market exposure.
Similar Companies
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
Xtrackers Harvest CSI 300 China A-Shares ETF
GXC
SPDR® S&P China ETF
GXC
SPDR® S&P China ETF
KWEB
KraneShares CSI China Internet ETF
KWEB
KraneShares CSI China Internet ETF
MCHI
iShares MSCI China ETF
MCHI
iShares MSCI China ETF
Sources and Disclaimers
Data Sources:
- iShares official website
- FTSE Russell
- Various financial data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments in ETFs are subject to risk, including the possible 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 iShares China Large-Cap ETF
Exchange NYSE ARCA | 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 its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index designed to measure the performance of the largest companies in the Chinese equity market that trade on the Stock Exchange of Hong Kong and are available to international investors. The fund is non-diversified.
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