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KLMN - ETF AI Analysis
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Invesco MSCI North America Climate ETF (KLMN)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Well-Known Top Holdings
The ETF’s biggest positions are in major, established companies that many investors view as long-term leaders in their industries.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more help reduce the impact if any one industry struggles.
Low Expense Ratio
The fund charges relatively low annual fees, which helps investors keep more of their returns over time.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the ETF more sensitive to swings in that sector.
Weak Recent Performance
The ETF has shown slightly negative performance over the past month and year to date, indicating recent returns have been soft.
High U.S. Concentration
With most assets invested in U.S. companies and very little outside North America, the fund offers limited geographic diversification.
KLMN vs. SPDR S&P 500 ETF (SPY)
AUM885.06M
RegionNorth America
Expense Ratio0.09%
Beta1.00
IssuerInvesco
Inception DateDec 11, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedMSCI Global Climate 500 North America Selection Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,842,882
30 Day Avg. Volume1,937,829
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
34.64Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering279
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KLMN Summary
The Invesco MSCI North America Climate ETF (KLMN) tracks the MSCI Global Climate 500 North America Selection Index, focusing on U.S. and Canadian companies that are working to address climate change. It holds many large, well-known names such as Apple and Nvidia, along with hundreds of other firms across technology, finance, health care, and more. Someone might invest in this ETF to get broad stock market exposure while supporting climate-focused businesses and potential long-term growth. A key risk is that it is heavily tilted toward technology stocks, so its price can swing up and down more than the overall market.
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 is leaning heavily on North American Big Tech and AI, with Nvidia in the driver’s seat as its recent gains help power the fund. Apple has perked up lately, adding some lift even after a choppy stretch, while Alphabet and Meta are providing steadier, tech-focused support. On the flip side, Microsoft and Amazon have been losing a bit of steam, acting as mild brakes on performance. With most of the action in U.S.-based technology and communication names, this climate-focused ETF is still very much a growth-and-innovation story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.21% | $63.68M | $4.52T | 59.64% | 76 Outperform | |
| Apple | 6.22% | $54.89M | $3.83T | 18.11% | 79 Outperform | |
| Microsoft | 4.62% | $40.78M | $3.01T | 5.64% | 79 Outperform | |
| Amazon | 3.31% | $29.22M | $2.28T | 9.02% | 71 Outperform | |
| Alphabet Class A | 3.11% | $27.43M | $3.73T | 87.17% | 85 Outperform | |
| Broadcom | 2.48% | $21.86M | $1.62T | 75.86% | 76 Outperform | |
| Meta Platforms | 2.31% | $20.37M | $1.66T | 5.70% | 76 Outperform | |
| Alphabet Class C | 2.19% | $19.36M | $3.73T | 82.50% | 82 Outperform | |
| Tesla | 1.82% | $16.07M | $1.53T | 64.38% | 73 Outperform | |
| JPMorgan Chase | 1.30% | $11.51M | $775.45B | 26.16% | 72 Outperform |
KLMN Technical Analysis
Negative
―
Price Trends
28.22
Negative
28.00
Negative
26.95
Positive
Market Momentum
-0.09
Positive
45.59
Neutral
62.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KLMN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.06, equal to the 50-day MA of 28.22, and equal to the 200-day MA of 26.95, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 45.59 is Neutral, neither overbought nor oversold. The STOCH value of 62.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KLMN.
KLMN Peer Comparison
Comparison Results
Performance Comparison
KLMN
Invesco MSCI North America Climate ETF
27.89
5.54
24.79%
CGCV
Capital Group Conservative Equity ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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FTWO
Strive FAANG 2.0 ETF
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CCFE
Concourse Capital Focused Equity ETF
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NRSH
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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.
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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