KWT - ETF AI Analysis
Top Page
iShares MSCI Kuwait ETF (KWT)
Rating:63Neutral
Price Target:―
Positive Factors
Recent Short-Term Rebound
The ETF has shown a solid gain over the past month, suggesting some near-term recovery momentum despite weaker year-to-date results.
Global Geographic Spread
Holdings are spread across multiple developed markets such as the Netherlands, Japan, Sweden, Switzerland, and others, which helps reduce reliance on any single country’s economy.
Exposure to Defensive Sectors
Meaningful weights in sectors like Communication Services, Financials, and Real Estate can provide some balance across different parts of the economy.
Negative Factors
High Sector Concentration
Nearly half of the portfolio is in Communication Services, so a downturn in that sector could significantly hurt the fund.
Weak Performance of Top Holdings
Several of the largest positions, including Universal Music Group, Recruit Holdings, and other major names, have shown weak year-to-date performance, dragging on overall returns.
Relatively High Expense Ratio
The fund charges a higher ongoing fee than many broad-market ETFs, which can slowly reduce investors’ net returns over time.
KWT vs. SPDR S&P 500 ETF (SPY)
AUM67.32M
RegionMiddle East & Africa
Expense Ratio0.75%
Beta0.38
IssueriShares
Inception DateSep 01, 2020
Dividend Yield3.49%
Asset ClassEquity
Index TrackedMSCI All Kuwait Select Size Liquidity Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,964
30 Day Avg. Volume11,515
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst CoveringN/A
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KWT Summary
The iShares MSCI Kuwait ETF (KWT) is an exchange-traded fund that follows the MSCI All Kuwait Select Size Liquidity Capped Index, giving you broad exposure to Kuwait’s stock market. It holds companies across many sectors, with a big focus on communication services and financials. Well-known names in the fund include Universal Music Group and ABN AMRO Group. An investor might choose this ETF to diversify into a fast-growing Middle Eastern economy without picking individual stocks. However, because it focuses on one country and region, its price can go up and down sharply with local economic and political events.
How much will it cost me?This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the average stock ETF because it focuses on a smaller, specialized market (Kuwait), which typically costs more to manage than broad, passively managed U.S. index funds.
What would affect this ETF?This Kuwait-focused ETF could benefit if the country’s economy grows, local reforms attract more foreign investment, and communication services and financial companies in Kuwait perform well. On the other hand, it could be hurt by regional political tensions, weaker oil-related economic activity, changes in local regulations, or a downturn in Kuwait’s stock market, and its relatively high fee may also weigh on long-term returns.
KWT Top 10 Holdings
Despite its Kuwait label, this ETF’s story is really about a few heavyweight names pulling in different directions. Universal Music Group and Recruit Holdings sit in the driver’s seat but have been lagging lately, acting like a headwind for the fund. CVC Capital Partners and DSM-Firmenich are also soft, adding to the drag. On the brighter side, steadier names like Aena and Japan Post Insurance are quietly helping to cushion the blow. Overall, the fund is highly concentrated in a handful of non-Kuwaiti stocks, giving it a surprisingly global tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Universal Music Group | 22.36% | $16.11M | €35.05B | -18.83% | 71 Outperform | |
| Recruit Holdings Co | 22.21% | $15.99M | ¥9.95T | -26.12% | 67 Neutral | |
| DSM-Firmenich AG | 4.67% | $3.36M | €14.47B | -41.32% | 58 Neutral | |
| Straumann Holding AG | 3.38% | $2.44M | CHF14.76B | -24.13% | 72 Outperform | |
| ABN AMRO Group N.V. | 3.32% | $2.39M | €23.35B | 57.65% | 74 Outperform | |
| CVC Capital Partners plc | 3.30% | $2.38M | €12.85B | -45.60% | 68 Neutral | |
| Tokyo Metro Co Ltd | 2.49% | $1.79M | ¥971.43B | -6.57% | ― | |
| ― | 2.37% | $1.71M | ― | ― | ― | |
| Aena SA | 2.06% | $1.48M | €40.01B | 24.98% | 80 Outperform | |
| JAPAN POST INSURANCE Co., Ltd. | 1.97% | $1.42M | ¥1.83T | 72.25% | 72 Outperform |
KWT Technical Analysis
Negative
―
Price Trends
37.17
Negative
37.84
Negative
37.61
Negative
Market Momentum
-0.27
Positive
38.79
Neutral
7.35
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KWT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.67, equal to the 50-day MA of 37.17, and equal to the 200-day MA of 37.61, indicating a bearish trend. The MACD of -0.27 indicates Positive momentum. The RSI at 38.79 is Neutral, neither overbought nor oversold. The STOCH value of 7.35 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KWT.
KWT Peer Comparison
Comparison Results
Performance Comparison
KWT
iShares MSCI Kuwait ETF
35.92
2.78
8.39%
EIS
iShares MSCI Israel ETF
―
―
―
ISRA
VanEck Israel ETF
―
―
―
SOVF
Sovereign's Capital Flourish Fund
―
―
―
FFTY
Innovator IBD 50 ETF
―
―
―
FMTM
MarketDesk Focused U.S. Momentum 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: ―
Table of Contents