INTF - ETF AI Analysis

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iShares MSCI Intl Multifactor ETF (INTF)

Rating:65Neutral

Price Target:―

The iShares MSCI Intl Multifactor ETF (INTF) has a solid overall rating, reflecting its diverse holdings and strong financial performance among key components. Notably, Novartis AG and AstraZeneca stand out as top contributors due to their robust profitability, strategic growth, and positive earnings sentiment. However, holdings like SAP SE and UniCredit SpA slightly temper the rating due to bearish momentum and valuation concerns. A potential risk for the ETF is its exposure to overvalued stocks, which could impact future performance.

Positive Factors

Strong Top Holdings

Several key positions, such as ASML Holding NV and Nestlé SA, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Global Diversification

The ETF has exposure to multiple countries, including Japan, the UK, and France, reducing reliance on any single geographic market.

Low Expense Ratio

With a low expense ratio of 0.16%, this ETF is cost-efficient compared to many other international funds.

Negative Factors

Underperforming Holding

SAP SE, one of the top holdings, has shown weak year-to-date performance, which could drag on the fund's overall returns.

Sector Concentration in Financials

The ETF has a high allocation to the financial sector, which may increase vulnerability to sector-specific risks.

Limited U.S. Exposure

The ETF has minimal exposure to U.S. companies, which could limit participation in the growth of the world's largest economy.

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

AUM3.02B

RegionDeveloped Markets

Expense Ratio0.16%

Beta0.71

IssueriShares

Inception DateApr 28, 2015

Dividend Yield2.77%

Asset ClassEquity

Index TrackedSTOXX International Equity Factor

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume203,304

30 Day Avg. Volume200,016

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 Target

41.30

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering459

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

INTF Summary

The iShares MSCI Intl Multifactor ETF (INTF) is an investment fund that focuses on international stocks, using a strategy that combines factors like value, quality, momentum, and size to aim for better returns and lower risk. It tracks the STOXX International Equity Factor index and includes companies from countries like Japan, the UK, and Germany. Some well-known holdings are Novartis AG and ASML Holding NV. This ETF is a good option for investors looking to diversify their portfolio with global exposure. However, since it invests in international markets, its performance can be affected by currency fluctuations and global economic conditions.

How much will it cost me?The iShares MSCI Intl Multifactor ETF (INTF) has an expense ratio of 0.16%, which means you’ll pay $1.60 per year for every $1,000 invested. This is lower than average because it’s passively managed, focusing on tracking a multifactor index rather than active stock selection.

What would affect this ETF?The iShares MSCI Intl Multifactor ETF (INTF) could benefit from growth in developed markets outside the U.S., especially if sectors like financials and technology perform well, as they make up a significant portion of the fund. However, challenges such as rising interest rates or economic slowdowns in these regions could negatively impact key holdings like Novartis and ASML, as well as broader sector performance. Regulatory changes or geopolitical tensions in developed markets may also influence the ETF's future returns.

INTF Top 10 Holdings

The iShares MSCI Intl Multifactor ETF (INTF) leans heavily on developed markets outside the U.S., with a notable tilt toward financials and industrials. Roche Holding AG and UniCredit SpA are rising stars, with Roche benefiting from a strong pharmaceutical pipeline and UniCredit showing impressive profitability and undervaluation. ASML Holding NV also adds momentum with robust revenue growth, though its high valuation tempers enthusiasm. On the flip side, SAP SE is lagging, weighed down by bearish momentum and valuation concerns. Overall, the fund’s sector and geographic diversity provide a balanced yet dynamic international exposure.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NOVN	Novartis AG	2.13%	$64.56M	CHF220.89B	28.13%	80 Outperform
ASML	ASML Holding NV	1.94%	$58.80M	€414.15B	52.06%	76 Outperform
ROG	Roche Holding AG	1.13%	$34.30M	CHF275.00B	44.94%	73 Outperform
RY	Royal Bank Of Canada	1.04%	$31.47M	$235.97B	40.76%	75 Outperform
AZN	AstraZeneca	1.00%	$30.37M	£222.43B	34.73%	80 Outperform
NESN	Nestlé SA	0.97%	$29.46M	CHF193.47B	17.08%	71 Outperform
	―	0.94%	$28.36M	―	―	―
8306	Mitsubishi UFJ Financial Group	0.91%	$27.40M	¥32.20T	52.05%	76 Outperform
HSBA	HSBC Holdings	0.87%	$26.41M	£208.34B	50.80%	80 Outperform
ABB	ABB Ltd	0.85%	$25.83M	kr1.26T	23.84%	78 Outperform

INTF Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

37.00

Positive

100DMA

36.23

Positive

200DMA

34.36

Positive

Market Momentum

MACD

0.57

Negative

RSI

71.83

Negative

STOCH

93.04

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INTF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.09, equal to the 50-day MA of 37.00, and equal to the 200-day MA of 34.36, indicating a bullish trend. The MACD of 0.57 indicates Negative momentum. The RSI at 71.83 is Negative, neither overbought nor oversold. The STOCH value of 93.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INTF.

INTF Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
INTF	―	―	$3.02B	0.16%	―
GSIE	―	―	$5.15B	0.25%	―
LVHI	―	―	$3.87B	0.40%	―
IMTM	―	―	$3.67B	0.30%	―
IDMO	―	―	$2.62B	0.25%	―
PXF	―	―	$2.35B	0.43%	―

Performance Comparison

INTF

iShares MSCI Intl Multifactor ETF

39.05

11.05

39.46%

GSIE

Goldman Sachs ActiveBeta International Equity ETF

―

LVHI

Legg Mason International Low Volatility High Dividend ETF

―

IMTM

iShares MSCI Intl Momentum Factor ETF

―

IDMO

Invesco S&P International Developed Momentum ETF

―

PXF

Invesco FTSE RAFI Developed Markets ex-U.S. 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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