ENZL - ETF AI Analysis
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iShares MSCI New Zealand ETF (ENZL)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Top Holdings Performing Well
Several of the largest positions, including Aisin Seiki and SCREEN Holdings, have delivered strong year-to-date gains that support the fund’s overall returns.
Broad Sector Diversification
The fund spreads its investments across multiple sectors such as consumer cyclical, technology, industrials, and financials, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Country Concentration
A large majority of the portfolio is invested in Japan, which increases the fund’s sensitivity to economic and market conditions in that single country.
Heavy Weight in a Few Stocks
The top two holdings make up a significant portion of the fund, so poor performance in these companies could strongly affect overall returns.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for a passive ETF, which means more of the investment return is lost to fees over time.
ENZL vs. SPDR S&P 500 ETF (SPY)
AUM67.66M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.54
IssueriShares
Inception DateSep 01, 2010
Dividend Yield2.38%
Asset ClassEquity
Index TrackedMSCI New Zealand All Cap Top 25 Capped Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,830
30 Day Avg. Volume41,713
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ENZL Summary
The iShares MSCI New Zealand ETF (ENZL) aims to track the MSCI New Zealand All Cap Top 25 Capped Index, giving you broad exposure to New Zealand’s stock market in a single investment. It holds companies across many sectors, including consumer, technology, industrials, and financials. Well-known names in the fund include Rio Tinto and Ericsson. Someone might invest in ENZL to diversify internationally and tap into New Zealand’s overall economic growth rather than picking individual local stocks. A key risk is that the value can rise or fall with the New Zealand market and currency movements.
How much will it cost me?This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the cost of many broad, passively managed index ETFs because this fund focuses on a smaller, single-country market (New Zealand), which tends to be more expensive to run.
What would affect this ETF?This ETF is heavily tied to New Zealand’s overall economy, so stronger local growth, tourism, and consumer spending could help its many consumer, tech, and industrial companies, while stable politics and trade relations in the Asia-Pacific region would also be supportive. On the other hand, a global slowdown, weaker demand for New Zealand exports, rising interest rates, or new regulations affecting key local industries could hurt company profits and weigh on the fund’s performance.
ENZL Top 10 Holdings
ENZL may say New Zealand on the label, but its story is really about a handful of global industrial and tech names steering the ship. Aisin Seiki is the main engine, with rising momentum that’s doing much of the heavy lifting, while SCREEN Holdings and STMicroelectronics add more fuel from the semiconductor side. Bridgestone has been another steady climber, supporting returns rather than stealing the spotlight. On the flip side, more cyclical names like ANA Holdings look more mixed, occasionally tapping the brakes. Overall, the fund is concentrated in Asia-Pacific industrials and tech, with only modest diversification beyond that core.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Aisin Seiki Co | 22.60% | $16.55M | ¥2.09T | 66.55% | 77 Outperform | |
| SCREEN Holdings Co | 14.47% | $10.60M | ¥2.09T | 76.58% | 77 Outperform | |
| Asahi Kasei | 9.58% | $7.02M | ¥2.51T | 68.69% | 69 Neutral | |
| Rio Tinto Limited | 4.41% | $3.23M | AU$235.73B | 65.94% | 78 Outperform | |
| Telefonaktiebolaget LM Ericsson Class B | 4.40% | $3.22M | kr348.67B | 18.10% | 72 Outperform | |
| Mitsubishi UFJ Lease & Finance Company | 4.27% | $3.12M | ¥2.17T | 43.48% | 72 Outperform | |
| ANA Holdings Inc. | 4.24% | $3.11M | ¥1.60T | 17.91% | 70 Neutral | |
| Bridgestone | 4.05% | $2.96M | ¥4.89T | 34.01% | 73 Outperform | |
| STMicroelectronics NV | 3.84% | $2.81M | €25.35B | 19.50% | 71 Outperform | |
| Leumi | 2.83% | $2.07M | ₪112.25B | 87.34% | 80 Outperform |
ENZL Technical Analysis
Negative
―
Price Trends
45.53
Negative
45.36
Negative
45.28
Negative
Market Momentum
-0.94
Positive
38.87
Neutral
33.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ENZL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.60, equal to the 50-day MA of 45.53, and equal to the 200-day MA of 45.28, indicating a bearish trend. The MACD of -0.94 indicates Positive momentum. The RSI at 38.87 is Neutral, neither overbought nor oversold. The STOCH value of 33.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ENZL.
ENZL Peer Comparison
Comparison Results
Performance Comparison
ENZL
iShares MSCI New Zealand ETF
42.52
3.91
10.13%
FLAU
Franklin FTSE Australia ETF
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GSJY
Goldman Sachs ActiveBeta Japan Equity ETF
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JPY
Lazard Japanese Equity ETF
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NDIA
Global X India Active ETF
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RAYJ
Rayliant SMDAM Japan Equity ETF
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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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