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Upturn AI SWOT - About
IQ Winslow Focused Large Cap Growth ETF (IWFG)
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Upturn Advisory Summary
07/10/2025: IWFG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 43.95% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 37.96 - 51.51 | Updated Date 06/29/2025 |
52 Weeks Range 37.96 - 51.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
IQ Winslow Focused Large Cap Growth ETF
ETF Overview
Overview
The IQ Winslow Focused Large Cap Growth ETF (IWFG) seeks long-term capital appreciation by investing in a focused portfolio of large-cap U.S. companies exhibiting growth characteristics. The ETF focuses on a select number of companies believed to have strong growth potential.
Reputation and Reliability
IndexIQ is known for its alternative investment strategies and ETF offerings. They have a solid reputation in the ETF market.
Management Expertise
The management team leverages Winslow Capital Management's expertise in growth stock investing.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It is actively managed, with stock selection based on fundamental analysis of large-cap growth companies.
Composition The ETF primarily holds stocks of U.S. large-cap companies with growth characteristics.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 178872862
Competitors
Key Competitors
- VUG
- SCHG
- IWF
- QQQ
Competitive Landscape
The large-cap growth ETF landscape is highly competitive, dominated by low-cost index funds like VUG and SCHG. IWFG differentiates itself through active management and a concentrated portfolio, potentially leading to higher returns but also higher risk. IWFG's concentrated approach is riskier than diversified ETFs. Cost can be a disadvantage compared to passive ETFs.
Financial Performance
Historical Performance: Historical performance data not available in this response. Please refer to official fund fact sheets.
Benchmark Comparison: Benchmark comparison data not available in this response. Please refer to official fund fact sheets.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically small, suggesting relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence IWFG's performance. Sector-specific trends in technology, consumer discretionary, and healthcare also play a crucial role.
Growth Trajectory
The ETF's growth trajectory depends on the fund manager's ability to identify and select high-growth companies. Changes in the portfolio holdings reflect the manager's evolving views on the market.
Moat and Competitive Advantages
Competitive Edge
IWFG's competitive edge lies in its active management and concentrated portfolio of high-growth stocks. Winslow Capital Management's expertise in growth investing is a key differentiator. The focused approach aims to generate alpha by overweighting high-conviction ideas. However, this strategy introduces higher stock-specific risk compared to more diversified growth ETFs. The potential for outperformance is balanced by the possibility of underperformance if the selected stocks don't perform as expected.
Risk Analysis
Volatility
IWFG is likely to exhibit higher volatility than broader market ETFs due to its concentrated portfolio and growth stock focus.
Market Risk
The ETF is subject to market risk, particularly related to fluctuations in the prices of growth stocks. Specific risks associated with the underlying holdings can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is seeking long-term capital appreciation, has a high risk tolerance and is comfortable with the potential for higher volatility.
Market Risk
The ETF is suitable for long-term investors who are comfortable with active management and higher risk in pursuit of potentially higher returns.
Summary
IQ Winslow Focused Large Cap Growth ETF (IWFG) offers focused exposure to large-cap growth stocks through active management by Winslow Capital Management. It aims to outperform broader market indices by selecting companies with strong growth potential. However, its concentrated portfolio introduces higher stock-specific risk compared to diversified growth ETFs. The ETF's performance depends on the fund manager's skill in identifying and selecting winning growth stocks. Investors should be comfortable with higher volatility and have a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- IndexIQ
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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 IQ Winslow Focused Large Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of" $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund"s investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It is non-diversified.
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