Ishares China Large Cap Etf Profile
| FXI Etf | USD 24.01 0.07 0.29% |
Performance9 of 100
| Odds Of DistressLess than 9
|
IShares China is trading at 24.01 as of the 19th of April 2024. This is a -0.29% down since the beginning of the trading day. The etf's open price was 24.08. IShares China has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares China Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2022 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares China Large Cap
Moving together with IShares Etf
| 0.96 | KWEB | KraneShares CSI China | PairCorr |
| 0.86 | EWT | iShares MSCI Taiwan | PairCorr |
| 0.86 | ASHR | Xtrackers Harvest CSI Sell-off Trend | PairCorr |
| 0.88 | GXC | SPDR SP China | PairCorr |
| 0.63 | CQQQ | Invesco China Technology | PairCorr |
| 0.81 | CXSE | WisdomTree China | PairCorr |
Moving against IShares Etf
| 0.86 | BITI | ProShares Trust | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares China's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares China or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | Robert Silver |
| Thematic Ideas | (View all Themes) |
| Old Name | FX International AB |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, China Region, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2004-10-05 |
| Benchmark | FTSE China 50 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 4.37 Billion |
| Average Trading Valume | 34.16 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Emerging Markets |
| Region | Asia-Pacific |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 59.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.74 |
| Management Fee | 0.74 |
| Country Name | USA |
| Returns Y T D | (1.58) |
| Name | iShares China Large-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000Q8RVM1 |
| In Threey Volatility | 32.7 |
| 1y Volatility | 23.66 |
| 200 Day M A | 25.2883 |
| 50 Day M A | 23.7144 |
| Code | FXI |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
iShares China Large Cap [FXI] is traded in USA and was established 2004-10-05. The fund is classified under China Region category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares China Large currently have 4.51 B in assets under management (AUM). , while the total return for the last 3 years was -18.4%.
Check IShares China Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares China Large Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares China Large Currency Exposure
iShares China Large Cap holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares China will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares China Large Cap.
Top iShares China Large Cap Etf Constituents
| PCCYF | PetroChina Co Ltd | Pink Sheet | Oil & Gas Integrated |
| IDCBF | Industrial and Commercial | Pink Sheet | Banks—Diversified |
| BACHF | Bank of China | Pink Sheet | Banks—Diversified |
| CICHF | China Construction Bank | Pink Sheet | Banks—Diversified |
| CIHHF | China Merchants Bank | Pink Sheet | Banks—Regional |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information |
IShares China Target Price Odds Analysis
Coming from a normal probability distribution, the odds of IShares China jumping above the current price in 90 days from now is about 24.59%. The iShares China Large Cap probability density function shows the probability of IShares China etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon iShares China Large Cap has a beta of -0.5072. This usually indicates as returns on the benchmark increase, returns on holding IShares China are expected to decrease at a much lower rate. During a bear market, however, iShares China Large Cap is likely to outperform the market. Additionally, iShares China Large Cap has an alpha of 0.2099, implying that it can generate a 0.21 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IShares China to move above the current price in 90 days from now is about 24.59 (This iShares China Large Cap probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares China Top Holders
| ICCNX | Dynamic International Opportunity | Mutual Fund | Foreign Large Blend |
| YINN | Direxion Daily FTSE | Etf | Trading--Leveraged Equity |
| ICCIX | Dynamic International Opportunity | Mutual Fund | Foreign Large Blend |
| RQEAX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation |
| RQEIX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation |
| RQECX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation |
| BEARX | Federated Prudent Bear | Mutual Fund | Trading--Inverse Equity |
iShares China Large Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares China market risk premium is the additional return an investor will receive from holding IShares China long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares China. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares China's alpha and beta are two of the key measurements used to evaluate IShares China's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0741 | |||
| Jensen Alpha | 0.2099 | |||
| Total Risk Alpha | 0.0155 | |||
| Sortino Ratio | 0.0759 |
IShares China Against Markets
Picking the right benchmark for IShares China etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares China etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares China is critical whether you are bullish or bearish towards iShares China Large Cap at a given time. Please also check how IShares China's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares China without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run CEOs Directory Now
CEOs DirectoryScreen CEOs from public companies around the world |
| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares China, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares China. To buy IShares China etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares China. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares China etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares China Large Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares China Large Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares China Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares China guide.
Already Invested in iShares China Large Cap?
The danger of trading iShares China Large Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares China is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares China. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares China Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares China Large offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares China's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares China Large Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares China Large Cap Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares China Large Cap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in interest. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of iShares China Large is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares China's value that differs from its market value or its book value, called intrinsic value, which is IShares China's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares China's market value can be influenced by many factors that don't directly affect IShares China's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares China's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares China is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares China's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.