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Upturn AI SWOT - About
iShares MSCI Kokusai ETF (TOK)
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Upturn Advisory Summary
08/14/2025: TOK (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 25.88% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 99.20 - 125.22 | Updated Date 06/29/2025 |
52 Weeks Range 99.20 - 125.22 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Kokusai ETF
ETF Overview
Overview
The iShares MSCI Kokusai ETF (TOK) seeks to track the investment results of a broad, market-cap-weighted index composed of developed-market equities outside of the U.S. It offers exposure to a wide range of international developed markets, excluding the United States, making it a useful tool for diversification.
Reputation and Reliability
iShares (BlackRock) is a leading ETF provider with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock's management team has vast experience and expertise in investment management, contributing to the reliable performance of iShares ETFs.
Investment Objective
Goal
The investment objective is to track the investment results of the MSCI Kokusai Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the MSCI Kokusai Index.
Composition The ETF holds a diversified portfolio of stocks from developed countries excluding the United States. The holdings are primarily in equities.
Market Position
Market Share: Data needed from a financial data provider, unavailable for this response.
Total Net Assets (AUM): 63900000000
Competitors
Key Competitors
- Vanguard FTSE Developed Markets ETF (VEA)
- Schwab International Equity ETF (SCHF)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
Competitive Landscape
The international developed markets ETF industry is highly competitive. TOK benefits from iShares' strong brand and distribution network, but faces competition from lower-cost options like VEA and SCHF. TOK's higher expense ratio can be a disadvantage, while its strong AUM reflects investor confidence.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from a financial data provider, unavailable for this response.
Benchmark Comparison: Benchmark comparison data needs to be sourced from a financial data provider, unavailable for this response.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, reflected by its robust average daily trading volume.
Bid-Ask Spread
The ETF typically maintains a tight bid-ask spread, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators in developed countries (excluding the US), currency fluctuations, and global trade policies significantly impact the ETF's performance. Developed-market economic growth influences company earnings, while political and regulatory developments affect investor sentiment and market valuations.
Growth Trajectory
TOK's growth is tied to the overall performance of international developed markets. Changes in the index composition and shifts in investor allocations to international equities influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
TOK's competitive edge stems from its well-established track record and the strong brand recognition of iShares. It offers investors a simple and efficient way to access a broad range of developed-market equities outside the U.S., providing diversification benefits. Its substantial AUM provides economies of scale, enhancing its liquidity and market presence. The ETF's wide adoption among investors reinforces its position as a leading international developed markets ETF.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying international equity markets. Performance depends on how the MSCI Kokusai Index performs.
Market Risk
The ETF is subject to market risk, including economic downturns, political instability, and currency fluctuations in the developed countries it invests in.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversification into international developed markets outside the U.S. and who are comfortable with the risks associated with equity investments.
Market Risk
This ETF is suitable for long-term investors seeking to diversify their portfolios with international equities and passive index followers.
Summary
The iShares MSCI Kokusai ETF offers a convenient and liquid way to gain exposure to developed-market equities outside the United States. Its passive investment strategy aims to replicate the performance of the MSCI Kokusai Index, providing broad diversification benefits. Backed by iShares' strong brand and management expertise, the ETF is a suitable choice for long-term investors seeking international equity exposure. However, investors should consider the ETF's expense ratio and the potential risks associated with international investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- MSCI index data
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share and performance data are estimates and may vary. Consult with a qualified 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 iShares MSCI Kokusai 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 the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure equity market performance in those countries that MSCI Inc. (the index provider or MSCI) has classified as having developed economies, excluding Japan (DEEJ).
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