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Upturn AI SWOT - About
iShares Global Materials ETF (MXI)
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Upturn Advisory Summary
08/12/2025: MXI (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 -6.6% | Avg. Invested days 36 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 70.86 - 92.62 | Updated Date 06/29/2025 |
52 Weeks Range 70.86 - 92.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Materials ETF
ETF Overview
Overview
The iShares Global Materials ETF (MXI) seeks to track the investment results of an index composed of global equities in the materials sector. It provides exposure to companies involved in the manufacturing of basic materials, including chemicals, construction materials, paper, and forest products.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs effectively.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including sector-specific funds like MXI.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the materials sector.
Investment Approach and Strategy
Strategy: MXI aims to replicate the performance of the S&P Global Materials Sector Index.
Composition The ETF primarily holds stocks of companies within the materials sector, such as chemical, metals & mining, and paper companies.
Market Position
Market Share: MXI holds a significant portion of the market share within the global materials ETF category.
Total Net Assets (AUM): 321129392
Competitors
Key Competitors
- XLB
- VAW
- FTXN
Competitive Landscape
The global materials ETF market is competitive with several established players. MXI benefits from BlackRock's brand recognition and global reach, while XLB commands a greater market share. Smaller ETFs like FTXN offer more focused exposure.
Financial Performance
Historical Performance: Historical performance data unavailable without specific timeframe.
Benchmark Comparison: Performance closely tracks the S&P Global Materials Sector Index, with deviations primarily due to expense ratios and tracking error.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, generally suitable for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity for the ETF.
Market Dynamics
Market Environment Factors
Economic growth, infrastructure spending, and commodity prices significantly impact the materials sector and MXI's performance.
Growth Trajectory
MXI's growth trajectory depends on global economic trends and demand for materials used in manufacturing and construction; changes in holdings are infrequent.
Moat and Competitive Advantages
Competitive Edge
MXI benefits from BlackRock's global reach and brand recognition. It offers diversified exposure to the global materials sector. Its main advantage lies in its broad index tracking which provides stability. However, it has a slightly higher expense ratio compared to domestic-focused competitors and faces strong competition.
Risk Analysis
Volatility
MXI's volatility is moderate, reflecting the inherent cyclicality of the materials sector.
Market Risk
MXI is subject to market risk, including fluctuations in commodity prices, economic cycles, and geopolitical events.
Investor Profile
Ideal Investor Profile
MXI is suitable for investors seeking diversified exposure to the global materials sector and those looking to capitalize on global economic growth and infrastructure development.
Market Risk
MXI is suitable for long-term investors seeking sector diversification and those with a moderate risk tolerance.
Summary
The iShares Global Materials ETF (MXI) offers diversified exposure to global equities in the materials sector, tracking the S&P Global Materials Sector Index. Managed by BlackRock, it provides a way to participate in the performance of companies involved in manufacturing basic materials. While facing competition from other ETFs, MXI offers moderate volatility and liquidity, making it suitable for long-term investors seeking sector diversification. However, investors should consider the impact of economic cycles and commodity price fluctuations on its performance. Overall, MXI is a good option for those seeking global materials sector exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment involves risk, 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 iShares Global Materials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of companies that SPDJI deems to be part of the materials sector of the economy and that SPDJI believes are important to global markets. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.