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KLMN - ETF AI Analysis

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KLMN

Invesco MSCI North America Climate ETF (KLMN)

Rating:74Outperform
Price Target:
KLMN, the Invesco MSCI North America Climate ETF, earns a solid overall rating largely because it is built around high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, profitable growth, and promising long-term prospects in areas like AI, cloud, and services. The rating is held back somewhat by holdings such as Amazon, Tesla, and Meta, where high valuations, mixed technical signals, and issues like cash flow management or regulatory risks add uncertainty. A key risk factor is the fund’s heavy concentration in large North American technology and AI-focused companies, which can make performance more sensitive to shifts in that sector.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology Holdings
Several major tech companies in the top holdings have shown strong share price performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Technology Concentration
With a large share of assets in the technology sector, the ETF is more exposed to swings in tech stocks than a more balanced fund.
US-Dominated Exposure
The portfolio is almost entirely invested in U.S. companies, offering little geographic diversification outside North America.
Mixed Performance Among Top Holdings
Some of the largest positions have recently shown weak or negative performance, which could weigh on future returns if the trend continues.

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

KLMN Summary

The Invesco MSCI North America Climate ETF (KLMN) follows the MSCI North America Climate Index, focusing on U.S. and Canadian companies that are working to address climate change. It holds many large, well-known names like Apple and Microsoft, along with other major tech and consumer companies, giving investors broad exposure to the North American stock market with a climate-friendly tilt. Someone might invest in KLMN to seek long-term growth while supporting businesses with stronger environmental practices. A key risk is that it is heavily tilted toward technology and stock markets, so its value can rise and fall sharply with market swings.
How much will it cost me?The Invesco MSCI North America Climate ETF (Ticker: KLMN) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?The KLMN ETF could benefit from increasing demand for sustainable investments and the growth of technology companies, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates that could impact the financial sector and broader economic slowdowns that affect consumer spending and cyclical industries. Regulatory changes related to climate initiatives could also influence the ETF positively or negatively depending on their scope and enforcement.

KLMN Top 10 Holdings

KLMN leans heavily on North American Big Tech and chipmakers, with Nvidia, Apple, and Microsoft setting the tone. Recently, Microsoft and Meta have been losing steam, acting as a bit of a brake, while Amazon and Alphabet are chugging along with mixed but generally rising trends. The real engine lately is Micron, which has been on a strong upswing and giving the fund a helpful boost. Overall, this is a tech-tilted, North America–only climate fund, so its ride largely depends on how the big AI and cloud names behave.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.22%$166.58M$5.13T20.16%
76
Outperform
Apple7.06%$162.92M$4.79T50.48%
79
Outperform
Microsoft4.08%$94.20M$2.90T-25.31%
79
Outperform
Amazon3.49%$80.57M$2.63T0.62%
71
Outperform
Alphabet Class A3.26%$75.19M$4.16T65.32%
85
Outperform
Broadcom2.63%$60.81M$1.89T35.94%
76
Outperform
Meta Platforms2.05%$47.42M$1.59T-15.21%
76
Outperform
Alphabet Class C2.01%$46.35M$4.16T64.77%
82
Outperform
Micron1.63%$37.51M$1.08T786.25%
79
Outperform
Tesla1.56%$36.02M$1.40T4.71%
73
Outperform

KLMN Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
30.55
Negative
100DMA
29.31
Positive
200DMA
28.53
Positive
Market Momentum
MACD
0.05
Positive
RSI
44.69
Neutral
STOCH
32.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KLMN, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 30.66, equal to the 50-day MA of 30.55, and equal to the 200-day MA of 28.53, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 44.69 is Neutral, neither overbought nor oversold. The STOCH value of 32.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for KLMN.

KLMN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.31B0.09%
74
Outperform
$8.85B0.02%
74
Outperform
$6.02B0.50%
74
Outperform
$1.92B0.33%
70
Neutral
$38.55M0.95%
61
Neutral
$31.33M0.76%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KLMN
Invesco MSCI North America Climate ETF
30.33
4.42
17.06%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
EWC
iShares MSCI Canada ETF
CGCV
Capital Group Conservative Equity ETF
CCFE
Concourse Capital Focused Equity ETF
NRSH
Aztlan North America Nearshoring Stock Selection 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.
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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