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BLDX - ETF AI Analysis

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BLDX

Impax Global Infrastructure ETF (BLDX)

Rating:62Neutral
Price Target:
BLDX, the Impax Global Infrastructure ETF, has a solid overall rating, mainly supported by strong, diversified infrastructure names like National Grid and Keppel DC REIT, which benefit from robust financial performance, effective investment strategies, and supportive technical trends. Holdings such as NextEra Energy and Deutsche Telekom add stability through strong earnings and attractive valuations, but their bearish technical signals and concerns around leverage and valuation slightly weigh on the fund’s rating, while high debt and leverage across several utilities-focused holdings highlight sector and balance-sheet risk as key factors to watch.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered positive year-to-date returns, indicating that its strategy has recently been working for investors.
Leading Holdings Showing Solid Gains
Several of the largest positions, such as Union Pacific, Digital Realty, and Iberdrola, have posted strong gains, helping support the fund’s overall performance.
Global Infrastructure Diversification
Exposure to multiple countries and key infrastructure-related sectors like Industrials, Utilities, and Real Estate helps spread risk across different markets and business types.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Short-Term Performance Volatility
Recent three-month performance has been weak, suggesting that the fund can experience noticeable short-term ups and downs.
Heavy Tilt Toward Industrials and Utilities
A large share of assets in Industrials and Utilities increases sensitivity to sector-specific risks, such as changes in regulation, interest rates, or infrastructure spending.

BLDX vs. SPDR S&P 500 ETF (SPY)

BLDX Summary

Impax Global Infrastructure ETF (BLDX) is an actively managed fund that focuses on the global infrastructure theme rather than tracking a single index. It invests in companies that build and run essential systems like power, water, transportation, and data centers. Well-known holdings include Union Pacific and NextEra Energy. Someone might invest in BLDX to seek a mix of income and long-term growth, while also spreading money across different countries and sectors tied to infrastructure. A key risk is that the fund is heavily focused on infrastructure, so it can rise or fall with changes in regulations, interest rates, and the overall market.
How much will it cost me?This ETF has an annual expense ratio of 0.60%, which means you’ll pay about $6.00 per year for every $1,000 you invest. That’s higher than the cost of a typical low-cost index ETF because this fund is actively managed and focuses on a specialized infrastructure theme.
What would affect this ETF?This global infrastructure ETF could benefit if governments increase spending on transportation, utilities, and clean energy projects, and if trends like urbanization, digitalization, and the energy transition support demand for companies such as Union Pacific, NextEra Energy, and major utility and data center operators. On the downside, higher interest rates, stricter regulations on utilities and real estate, political or economic instability in key markets, or weaker demand for large infrastructure projects could pressure profits and reduce the appeal of its industrial, utility, and real estate holdings.

BLDX Top 10 Holdings

BLDX is leaning hard into global infrastructure, with a clear tilt toward industrials, utilities, and real estate rather than flashy tech. Digital Realty has been a key engine lately, rising on data-center demand, while Iberdrola and Union Pacific are also helping pull the fund forward with steady, infrastructure-driven growth. On the flip side, American Water and NextEra Energy have been losing a bit of steam, and Deutsche Telekom has been a noticeable laggard. With names spread across the U.S., Europe, and Asia, this ETF offers a truly global infrastructure story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
American Water4.99%$5.99M$26.96B-1.12%
73
Outperform
Union Pacific4.29%$5.15M$174.93B29.70%
72
Outperform
Iberdrola4.26%$5.11M€135.78B35.38%
67
Neutral
Digital Realty4.02%$4.83M$71.48B6.14%
69
Neutral
Keppel DC REIT3.89%$4.67MS$5.53B-0.11%
76
Outperform
National Grid3.74%$4.49M£61.23B13.03%
76
Outperform
Deutsche Telekom3.55%$4.26M€131.95B-14.24%
67
Neutral
NextEra Energy3.52%$4.23M$186.22B24.61%
71
Outperform
Hydro One3.10%$3.72MC$35.71B19.26%
73
Outperform
3.00%$3.61M

BLDX Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
26.07
Negative
100DMA
26.13
Negative
200DMA
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLDX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.10, equal to the 50-day MA of 26.07, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BLDX.

BLDX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$119.94M0.60%
62
Neutral
$468.24M0.58%
62
Neutral
$423.75M0.39%
60
Neutral
$396.24M0.85%
55
Neutral
$241.06M0.65%
67
Neutral
$111.48M0.60%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BLDX
Impax Global Infrastructure ETF
25.90
0.80
3.19%
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BILT
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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