Knowledge Leaders Developed Etf Profile

KLDW Etf  USD 44.87  0.31  0.70%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
Knowledge Leaders is selling for under 44.87 as of the 28th of March 2024; that is 0.70 percent increase since the beginning of the trading day. The etf's lowest day price was 44.71. Knowledge Leaders has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Knowledge Leaders Developed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests primarily in equities the advisor considers to be highly innovative companies or knowledge leaders. Knowledge Leaders is traded on NYSEARCA Exchange in the United States. More on Knowledge Leaders Developed

Moving together with Knowledge Etf

  0.98VT Vanguard Total WorldPairCorr
  0.98ACWI IShares MSCI ACWIPairCorr
  0.9ACWV IShares MSCI GlobalPairCorr
  0.94IOO IShares Global 100PairCorr
  0.96URTH IShares MSCI WorldPairCorr
  0.98CRBN IShares MSCI ACWIPairCorr
  0.97GLOV Goldman Sachs ActiveBetaPairCorr

Knowledge 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. Knowledge Leaders' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Knowledge Leaders or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationTheme ETFs, Strategy ETFs, Global Large-Stock Blend, Knowledge Leaders Capital (View all Sectors)
IssuerKnowledge Leaders Capital
Inception Date2015-07-07
Entity TypeRegulated Investment Company
Asset Under Management135.97 Million
Average Trading Valume3,967.5
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionDeveloped Markets
AdministratorUMB Fund Services, Inc.
AdvisorKnowledge Leaders Capital, LLC
CustodianBrown Brothers Harriman& Co.
DistributorIMST Distributors, LLC
Portfolio ManagerSteven Vannelli
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents101
Market MakerJane Street
Total Expense0.75
Management Fee0.75
Country NameUSA
Returns Y T D6.6
NameKnowledge Leaders Developed World ETF
Currency CodeUSD
Open FigiBBG009KCZ7G0
In Threey Volatility17.49
1y Volatility16.15
200 Day M A40.6975
50 Day M A43.0527
CodeKLDW
Updated At27th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.04
Knowledge Leaders Developed [KLDW] is traded in USA and was established 2015-07-07. The fund is listed under Global Large-Stock Blend category and is part of Knowledge Leaders Capital family. The entity is thematically classified as Theme ETFs. Knowledge Leaders now have 118.78 M in assets. , while the total return for the last 3 years was 1.3%.
Check Knowledge Leaders 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 Knowledge Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Knowledge 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 Knowledge Leaders Developed 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.

Knowledge Leaders Currency Exposure

Knowledge Leaders Developed 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 Knowledge Leaders 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 Knowledge Leaders Developed.

Top Knowledge Leaders Developed Etf Constituents

ZBHZimmer Biomet HoldingsStockHealth Care
NURAFNomura Research InstitutePink SheetInformation Technology Services
INTUIntuit IncStockInformation Technology
NOVNNovan IncStockHealth Care
YASKFYASKAWA ElectricPink SheetElectrical Equipment & Parts
TRUMFTerumoPink SheetMedical Instruments & Supplies
AAPLApple IncStockInformation Technology
More Details

Knowledge Leaders Target Price Odds Analysis

Depending on a normal probability distribution, the odds of Knowledge Leaders jumping above the current price in 90 days from now is under 4%. The Knowledge Leaders Developed probability density function shows the probability of Knowledge Leaders etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Knowledge Leaders has a beta of 0.9158. This indicates Knowledge Leaders Developed market returns are correlated to returns on the market. As the market goes up or down, Knowledge Leaders is expected to follow. Additionally, knowledge Leaders Developed has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 44.87HorizonTargetOdds Above 44.87
95.94%90 days
 44.87 
3.97%
Based on a normal probability distribution, the odds of Knowledge Leaders to move above the current price in 90 days from now is under 4 (This Knowledge Leaders Developed probability density function shows the probability of Knowledge Etf to fall within a particular range of prices over 90 days) .

Knowledge Leaders Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Knowledge Leaders market risk premium is the additional return an investor will receive from holding Knowledge Leaders 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 Knowledge Leaders. 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 Knowledge Leaders' alpha and beta are two of the key measurements used to evaluate Knowledge Leaders' performance over the market, the standard measures of volatility play an important role as well.

Knowledge Leaders Against Markets

Picking the right benchmark for Knowledge Leaders 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 Knowledge Leaders 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 Knowledge Leaders is critical whether you are bullish or bearish towards Knowledge Leaders Developed at a given time. Please also check how Knowledge Leaders' 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 Knowledge Leaders 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.

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How to buy Knowledge Etf?

Before investing in Knowledge Leaders, 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 Knowledge Leaders. To buy Knowledge Leaders etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Knowledge Leaders. 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 Knowledge Leaders etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Knowledge Leaders Developed 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 Knowledge Leaders Developed 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 Knowledge Leaders Developed, 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 Knowledge Etf please use our How to Invest in Knowledge Leaders guide.

Already Invested in Knowledge Leaders Developed?

The danger of trading Knowledge Leaders Developed 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 Knowledge Leaders 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 Knowledge Leaders. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Knowledge Leaders 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 Knowledge Leaders is a strong investment it is important to analyze Knowledge Leaders' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Knowledge Leaders' future performance. For an informed investment choice regarding Knowledge Etf, refer to the following important reports:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Knowledge Leaders Developed. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Knowledge Leaders information on this page should be used as a complementary analysis to other Knowledge Leaders' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

Complementary Tools for Knowledge Etf analysis

When running Knowledge Leaders' price analysis, check to measure Knowledge Leaders' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Knowledge Leaders is operating at the current time. Most of Knowledge Leaders' value examination focuses on studying past and present price action to predict the probability of Knowledge Leaders' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Knowledge Leaders' price. Additionally, you may evaluate how the addition of Knowledge Leaders to your portfolios can decrease your overall portfolio volatility.
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The market value of Knowledge Leaders is measured differently than its book value, which is the value of Knowledge that is recorded on the company's balance sheet. Investors also form their own opinion of Knowledge Leaders' value that differs from its market value or its book value, called intrinsic value, which is Knowledge Leaders' 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 Knowledge Leaders' market value can be influenced by many factors that don't directly affect Knowledge Leaders' 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 Knowledge Leaders' value and its price as these two are different measures arrived at by different means. Investors typically determine if Knowledge Leaders is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Knowledge Leaders' 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.