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IFGL - ETF AI Analysis

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IFGL

iShares International Developed Real Estate ETF (IFGL)

Rating:61Neutral
Price Target:
The iShares International Developed Real Estate ETF (IFGL) has a balanced overall rating, reflecting a mix of strong and moderate-performing holdings. Mitsui Fudosan Co stands out as a key contributor due to its robust revenue and profit growth, supported by favorable valuation metrics and strong market momentum. However, Goodman Group's weaker technical indicators and high valuation may have slightly held back the fund's rating. Investors should note the ETF's exposure to real estate, which could pose risks if market conditions in this sector deteriorate.
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple countries, reducing reliance on any single market's performance.
Solid Real Estate Focus
With over 90% of assets in real estate, the fund provides targeted exposure to a stable and income-generating sector.
Healthy Year-to-Date Performance
The ETF has shown strong year-to-date growth, indicating positive momentum in its holdings.
Negative Factors
High Sector Concentration
The fund is heavily concentrated in real estate, which may limit diversification and increase vulnerability to sector-specific risks.
Mixed Performance Among Top Holdings
While some top holdings have performed well, others have lagged, potentially dragging down overall returns.
Moderately High Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could reduce net returns over time.

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

IFGL Summary

The iShares International Developed Real Estate ETF (IFGL) is an investment fund that focuses on real estate companies in developed countries outside the United States. It follows the FTSE EPRA Nareit Developed x US index and includes well-known companies like Goodman Group and Mitsui Fudosan Co. This ETF is a great option for investors looking to diversify their portfolio with international real estate, benefiting from global urbanization and infrastructure growth. However, since it is heavily focused on real estate, its performance can be impacted by changes in property markets and economic conditions in the countries it invests in.
How much will it cost me?The iShares International Developed Real Estate ETF (IFGL) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is passively managed but focuses on a niche sector—international real estate—which requires specialized tracking and exposure to diverse markets.
What would affect this ETF?The iShares International Developed Real Estate ETF (IFGL) could benefit from global urbanization trends and infrastructure development in developed markets outside the U.S., as well as potential growth in demand for commercial and residential properties. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate companies, and economic slowdowns in key regions like Japan, Germany, and Hong Kong, where its top holdings are concentrated.

IFGL Top 10 Holdings

The iShares International Developed Real Estate ETF (IFGL) leans heavily into the real estate sector, with a global focus outside the U.S. Among its top holdings, Mitsui Fudosan and Sumitomo Realty & Development are rising stars, benefiting from strong financial performance and positive momentum in Japan’s property market. Sun Hung Kai Properties in Hong Kong also shines with steady gains, while European names like Vonovia and Segro plc are lagging, weighed down by mixed technical trends and valuation concerns. This fund’s concentrated exposure to developed markets real estate offers diversification but faces headwinds in certain regions.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Goodman Group5.53%$4.68MAU$60.34B-18.68%
54
Neutral
Mitsui Fudosan Co4.28%$3.62M¥4.86T36.90%
78
Outperform
Mitsubishi Estate Company3.79%$3.20M¥4.33T62.43%
71
Outperform
Vonovia2.98%$2.52M€21.58B-19.79%
58
Neutral
Sun Hung Kai Properties2.53%$2.14MHK$285.72B16.83%
74
Outperform
Sumitomo Realty & Development Co2.24%$1.89M¥3.41T51.99%
76
Outperform
Scentre Group2.03%$1.72MAU$21.31B4.42%
70
Outperform
Segro plc (REIT)1.82%$1.54M£9.57B-5.80%
75
Outperform
Link Real Estate Investment1.68%$1.42MHK$91.16B2.25%
55
Neutral
Swiss Prime Site AG1.64%$1.38MCHF9.46B32.41%
62
Neutral

IFGL Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
22.95
Negative
100DMA
22.84
Negative
200DMA
21.76
Positive
Market Momentum
MACD
>-0.01
Negative
RSI
48.29
Neutral
STOCH
46.31
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IFGL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.86, equal to the 50-day MA of 22.95, and equal to the 200-day MA of 21.76, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 48.29 is Neutral, neither overbought nor oversold. The STOCH value of 46.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IFGL.

IFGL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$84.82M0.48%
$285.71M0.12%
$223.49M0.22%
$72.99M0.12%
$9.80M0.30%
$7.87M0.50%
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IFGL
iShares International Developed Real Estate ETF
22.84
3.33
17.07%
PABD
iShares Paris-Aligned Climate MSCI World ex USA ETF
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
FEDM
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund ETF
ERET
iShares Environmentally Aware Real Estate ETF
RITA
ETFB Green SRI REITs ETF
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.

Disclaimer

This 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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