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Upturn AI Summary
IQ 50 Percent Hedged FTSE International ETF(HFXI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HFXI
11/06/2026: HFXI (2-star) is currently NOT-A-BUY. Pass it for now.
HFXI provides investors with diversified exposure to developed international equities while hedging 50% of the currency risk relative to the US dollar. It serves as a tactical tool for those looking to temper the impact of currency volatility without fully removing the diversification benefit of holding foreign assets. While it offers a unique 50% hedge approach, it faces competition from lower-cost, unhedged broad-market ETFs and features lower liquidity, necessitating careful order execution. It is best suited for investors seeking a moderate approach to currency risk in international portfolios who are comfortable with slightly higher expense ratios compared to standard index funds.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund provides growth exposure to developed markets but the currency hedge may dampen returns if the USD weakens. |
| Momentum investor | Strong fit while signal remains positive | Suitable for momentum strategies focused on international equity trends when the US dollar is expected to remain stable or strong. |
| Value investor | Strong fit | It offers exposure to international developed market companies which often feature attractive valuations compared to US stocks. |
| Dividend/Income investor | Mixed fit | Provides access to international dividend payers, though currency fluctuations impact the total return profile. |
| Low-risk investor | Mixed fit | While the hedge reduces currency risk, international equities remain inherently volatile asset classes. |
Investor Profile
Ideal Investor Profile
Investors seeking international equity exposure who want to reduce, but not eliminate, the impact of currency fluctuations on their portfolio.
Suitability
Best for long-term investors or those tactical asset allocators who view 50% currency hedging as a strategic tool for balancing risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets in developed nations can experience significant price swings. |
| Market risk | High | The fund is subject to the systemic risks of the underlying international equity markets. |
| Concentration | Medium | The portfolio is well-diversified across sectors but restricted to developed, non-North American markets. |
| Tracking/expense | Medium | Hedging costs and management fees can create a slight drag on performance relative to the index. |
| Liquidity | Medium | Lower trading volume may result in execution challenges for large block trades. |
| Business/sector quality | Medium | Exposure to a wide variety of developed market companies introduces diverse business-specific risks. |
Risk Analysis
Volatility
HFXI carries medium-to-high volatility consistent with international equity markets, though the 50% hedge may dampen volatility caused by currency swings.
Market Risk
The fund is inherently exposed to global economic conditions, geopolitical events in Europe and Asia, and central bank policies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | International Developed Markets (excluding North America) | 99 | Provides broad diversification across major developed economies like Japan, the UK, and Europe. |
| Cash/collateral | Cash and Cash Equivalents/Currency Derivatives | 1 | Small residual cash position held for collateralizing currency hedge positions. |
Analysis of Past Performance
Type ETF | Historic Profit 16.68% | Avg. Invested days 75 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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