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Invesco MSCI North America Climate ETF(KLMN)
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 KLMN
11/13/2026: KLMN (3-star) is currently NOT-A-BUY. Pass it for now.
KLMN provides targeted exposure to North American companies positioning themselves for the transition to a lower-carbon economy. Its strengths include a clearly defined climate mandate, backed by the operational reliability of Invesco and a competitive expense ratio. It functions well as a thematic satellite holding within a broader diversified portfolio. Investors should be aware of the liquidity and concentration risks, as the fund lacks the massive depth of major benchmark ETFs. It is best suited for long-term, ESG-focused investors who should monitor ongoing regulatory developments and shifts in green sector profitability.
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 | Strong fit | The portfolio emphasizes innovation-led sectors that often align with high-growth characteristics. |
| Momentum investor | Mixed fit | Momentum is conditional on the market's current appetite for sustainable and climate-transition-oriented assets. |
| Value investor | Weak fit | The index methodology favors companies with transition potential, which may not always align with traditional value metrics. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on capital appreciation through transition-themed growth rather than yield generation. |
| Low-risk investor | Weak fit | Concentration in specific climate-focused stocks introduces higher volatility compared to a total market index. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution seeking thematic exposure to climate change solutions within North America who is willing to accept slightly higher volatility and liquidity constraints.
Suitability
The fund is best suited for long-term investors aiming to incorporate ESG or climate-specific tilts into their equity allocation rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of climate-themed portfolios can lead to wider performance swings than broad market indices. |
| Market risk | Medium | Equity investments remain subject to systemic economic downturns affecting the entire North American market. |
| Concentration | Medium / high | Limiting the portfolio to climate-transition companies reduces diversification compared to a standard S&P 500 ETF. |
| Tracking/expense | Low | The fund generally maintains efficient tracking of its benchmark with a competitive expense ratio. |
| Liquidity | Medium | Lower average trading volume can result in higher transaction costs during periods of market stress. |
| Business/sector quality | Medium | The fund relies on the success of companies adapting to specific ESG standards, which may face operational or regulatory challenges. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
KLMN exhibits moderate-to-high volatility compared to the S&P 500, characteristic of funds concentrated in growth-oriented thematic sectors.
Market Risk
The fund is exposed to systemic risks inherent in North American equity markets, compounded by the specific climate-transition mandate of the underlying stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology and Software Services | 35 | These companies provide the infrastructure and digital tools necessary for energy efficiency and low-carbon solutions. |
| Sector | Financial Services | 20 | Financial firms facilitate the capital flow required for green projects and sustainable economic initiatives. |
| Sector | Healthcare and Industrials | 30 | These sectors often include firms with lower carbon footprints and companies manufacturing sustainable industrial equipment. |
| Geography | North America (US and Canada) | 15 | Geographic concentration in developed markets provides stable regulatory and economic environments. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 18.26% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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