Education
About Us
Working with TipRanks
Follow Us
KLXY - ETF AI Analysis
Top Page
KraneShares Global Luxury Index ETF (KLXY)
Rating:68Neutral
Price Target:―
Positive Factors
Global Luxury Brand Exposure
The ETF holds many well-known global luxury companies, giving investors targeted access to a premium consumer segment.
Geographic Diversification Across Major Markets
Holdings are spread across the U.S., Europe, and Asia, which helps reduce reliance on any single country’s economy.
Mix of Both Strong and Resilient Holdings
Some top positions, such as L'Oreal, Estée Lauder, Tapestry, and Ralph Lauren, have shown stronger recent performance, helping offset weaker names in the portfolio.
Negative Factors
Recent Weak Overall Performance
The ETF has delivered negative returns over the past month, three months, and year to date, signaling recent headwinds for the luxury sector.
High Concentration in a Few Luxury Giants
A large share of the fund is tied up in a small number of big luxury brands like LVMH and Richemont, increasing the impact if these companies struggle.
Relatively High Expense Ratio
The fund charges a higher fee than many broad-market ETFs, which can eat into returns over time, especially if performance remains weak.
KLXY vs. SPDR S&P 500 ETF (SPY)
AUM2.00M
RegionDeveloped Markets
Expense Ratio0.69%
Beta0.92
IssuerKraneShares
Inception DateSep 07, 2023
Dividend Yield0.85%
Asset ClassEquity
Index TrackedSolactive Global Luxury Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume794
30 Day Avg. Volume1,257
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
29.11Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KLXY Summary
KLXY is the KraneShares Global Luxury Index ETF, which follows the Solactive Global Luxury Index. It invests in well-known high-end brands around the world, mainly in the consumer sector. The fund holds famous names like LVMH (Louis Vuitton, Moët & Chandon) and L’Oréal, along with other luxury fashion, beauty, and accessory companies. Someone might invest in KLXY to tap into the long-term growth of global luxury spending and to get diversified exposure to many top brands in one fund. A key risk is that luxury stocks can be sensitive to economic slowdowns and can go up and down with the market.
How much will it cost me?The KraneShares Global Luxury Index ETF (KLXY) has an expense ratio of 0.69%, meaning you’ll pay $6.90 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on a specific niche of luxury goods and services. Actively managed ETFs typically have higher costs due to the research and strategy involved.
What would affect this ETF?KLXY could benefit from growing global demand for luxury goods, particularly in developed markets, as consumers increasingly prioritize premium and experiential purchases. However, economic downturns or rising interest rates could negatively impact discretionary spending on luxury items, and regulatory changes or supply chain disruptions might pose challenges for its top holdings in the consumer cyclical sector.
KLXY Top 10 Holdings
KLXY is essentially a bet on global luxury, with a heavy tilt toward European consumer names. LVMH and Richemont are the big fashion houses steering the fund, but both have been lagging lately, acting as a bit of a brake on returns. In contrast, beauty giants L’Oreal and Estée Lauder are rising and helping to keep performance afloat, while Hermès is more or less steady. With most of its top holdings in high-end consumer brands and largely based in developed markets, this ETF is tightly tied to the fortunes of premium shoppers worldwide.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Compagnie Financiere Richemont SA | 9.12% | $181.48K | CHF94.03B | -10.01% | 78 Outperform | |
| L'Oreal | 8.66% | $172.37K | €210.07B | 17.03% | 71 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 8.61% | $171.30K | €265.40B | -20.87% | 78 Outperform | |
| Deckers Outdoor | 6.25% | $124.45K | $16.88B | -19.02% | 79 Outperform | |
| Tapestry | 6.03% | $120.01K | $31.38B | 85.71% | 69 Neutral | |
| Hermes International | 5.78% | $115.12K | €216.51B | -14.75% | 79 Outperform | |
| The Estée Lauder Companies | 5.30% | $105.59K | $40.37B | 59.09% | 56 Neutral | |
| Ralph Lauren | 5.17% | $102.88K | $22.89B | 38.66% | 78 Outperform | |
| EssilorLuxottica SA | 5.12% | $101.95K | €109.10B | -18.07% | 68 Neutral | |
| Kao | 4.28% | $85.21K | ¥2.98T | -3.00% | 66 Neutral |
KLXY Technical Analysis
Positive
―
Price Trends
26.57
Positive
26.33
Positive
25.40
Positive
Market Momentum
0.14
Negative
62.46
Neutral
72.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KLXY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.27, equal to the 50-day MA of 26.57, and equal to the 200-day MA of 25.40, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 62.46 is Neutral, neither overbought nor oversold. The STOCH value of 72.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KLXY.
KLXY Peer Comparison
Comparison Results
Performance Comparison
KLXY
KraneShares Global Luxury Index ETF
27.29
1.63
6.35%
AGNG
Global X Aging Population ETF
―
―
―
WCBR
WisdomTree Cybersecurity Fund
―
―
―
WISE
Themes Generative Artificial Intelligence ETF
―
―
―
FOWF
Pacer Solactive Whitney Future of Warfare ETF
―
―
―
TINY
ProShares Nanotechnology 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: ―
Table of Contents