KLXY - ETF AI Analysis

Top Page

KraneShares Global Luxury Index ETF (KLXY)

Rating:68Neutral

Price Target:―

KLXY, the KraneShares Global Luxury Index ETF, earns a solid rating largely because many of its biggest positions—like LVMH, Richemont, Hermès, Deckers Outdoor, and Ralph Lauren—show strong financial performance, positive earnings commentary, and supportive technical trends, which together signal quality and growth potential in the luxury space. However, weaker spots such as Estée Lauder and Kering, where profitability, revenue trends, and valuation are more concerning, slightly weigh on the overall assessment, and the fund’s focus on the global luxury sector means it is exposed to shifts in high-end consumer demand and macroeconomic conditions affecting luxury spending.

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)

AUM1.91M

RegionDeveloped Markets

Expense Ratio0.69%

Beta0.94

IssuerKraneShares

Inception DateSep 07, 2023

Dividend Yield0.87%

Asset ClassEquity

Index TrackedSolactive Global Luxury Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,578

30 Day Avg. Volume2,256

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

29.78

Price 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
MC	LVMH Moet Hennessy Louis Vuitton	9.30%	$177.29K	€271.86B	-23.91%	78 Outperform
OR	L'Oreal	9.01%	$171.77K	€206.05B	7.81%	71 Outperform
CFR	Compagnie Financiere Richemont SA	8.95%	$170.69K	CHF87.75B	-16.57%	78 Outperform
RMS	Hermes International	6.09%	$116.07K	€212.32B	-12.45%	79 Outperform
EL	EssilorLuxottica SA	5.92%	$112.99K	€119.17B	-3.20%	68 Neutral
EL	The Estée Lauder Companies	5.71%	$108.87K	$41.54B	38.09%	56 Neutral
DECK	Deckers Outdoor	5.52%	$105.29K	$17.39B	-43.67%	79 Outperform
TPR	Tapestry	5.26%	$100.34K	$25.97B	74.57%	69 Neutral
RL	Ralph Lauren	5.08%	$96.94K	$21.43B	37.36%	78 Outperform
MONC	Moncler S.p.A.	4.20%	$80.12K	€13.27B	-21.51%	74 Outperform

KLXY Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

26.46

Negative

100DMA

26.18

Negative

200DMA

25.10

Positive

Market Momentum

MACD

-0.26

Positive

RSI

41.37

Neutral

STOCH

22.87

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KLXY, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.48, equal to the 50-day MA of 26.46, and equal to the 200-day MA of 25.10, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 41.37 is Neutral, neither overbought nor oversold. The STOCH value of 22.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KLXY.

KLXY Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
KLXY	―	―	$1.91M	0.69%	―
AGNG	―	―	$85.31M	0.50%	―
WISE	―	―	$38.20M	0.35%	―
FOWF	―	―	$9.32M	0.49%	―
TINY	―	―	$6.49M	0.58%	―
EFRA	―	―	$5.71M	0.47%	―

Performance Comparison

KLXY

KraneShares Global Luxury Index ETF

25.78

0.65

2.59%

AGNG

Global X Aging Population ETF

―

WISE

Themes Generative Artificial Intelligence ETF

―

FOWF

Pacer Solactive Whitney Future of Warfare ETF

―

TINY

ProShares Nanotechnology ETF

―

EFRA

iShares Environmental Infrastructure and Industrials 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