RWX - ETF AI Analysis

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SPDR Dow Jones International Real Estate ETF (RWX)

Rating:58Neutral

Price Target:―

The SPDR Dow Jones International Real Estate ETF (RWX) has a rating that reflects a mix of strong and weaker holdings. Mitsui Fudosan Co, the largest holding, contributes positively with robust financial performance and strong momentum, though overbought signals suggest some caution. Segro plc also strengthens the fund with its stable financial position and strategic initiatives. However, weaker holdings like Hong Kong Land Holdings Limited face profitability challenges and bearish market momentum, which may have held back the ETF's overall rating. Investors should note the fund's concentration in real estate, which could pose risks during sector downturns.

Positive Factors

Strong Geographic Diversification

The ETF invests across multiple countries, reducing reliance on any single economy and providing global exposure.

Solid Performance from Top Holdings

Several top holdings, such as Mitsui Fudosan Co and Link Real Estate Investment, have shown strong year-to-date performance, supporting the fund’s returns.

Focused Sector Exposure

The ETF’s heavy focus on real estate provides targeted exposure to a sector that can benefit from stable income and long-term growth.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio compared to other funds, which can eat into investor returns over time.

Over-Concentration in Real Estate

With over 84% of assets in the real estate sector, the fund is highly sensitive to downturns in this industry.

Weak Performance from Some Holdings

Certain holdings, such as Segro plc, have underperformed year-to-date, which could drag on overall fund performance.

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

AUM293.90M

RegionGlobal Ex-U.S.

Expense Ratio0.59%

Beta0.35

IssuerSPDR

Inception DateDec 14, 2006

Dividend Yield3.66%

Asset ClassEquity

Index TrackedDJ Global x US Select Real Estate Securities Index (RESI)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume23,255

30 Day Avg. Volume25,231

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

31.20

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering111

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RWX Summary

The SPDR Dow Jones International Real Estate ETF (RWX) is an investment fund that focuses on global real estate companies and Real Estate Investment Trusts (REITs) outside the United States. It follows the Dow Jones Global ex-U.S. Select Real Estate Securities Index, giving investors exposure to commercial, residential, and industrial properties in countries like Japan, the UK, and Singapore. Some of its top holdings include Mitsui Fudosan Co and Scentre Group. This ETF is a good option for those looking to diversify their portfolio internationally and benefit from the potential growth of real estate markets worldwide. However, it’s important to note that the fund’s performance can be affected by changes in global real estate markets and economic conditions.

How much will it cost me?The SPDR Dow Jones International Real Estate ETF (RWX) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average for ETFs because it is a sector-focused fund that requires more active management to track international real estate markets. However, it offers unique exposure to global real estate, which may justify the higher cost for some investors.

What would affect this ETF?RWX’s focus on international real estate could benefit from global economic growth, urbanization trends, and increasing demand for commercial and residential properties outside the U.S. However, it may face challenges from rising interest rates, which can increase borrowing costs for real estate firms, and economic slowdowns in key regions like Japan, Australia, and Europe where its top holdings are concentrated.

RWX Top 10 Holdings

The SPDR Dow Jones International Real Estate ETF (RWX) leans heavily into global real estate, with a notable concentration in international REITs and property firms. Mitsui Fudosan is a standout performer, steadily driving gains with its robust financials and momentum. Scentre Group also shines, benefiting from strong revenue growth and a bullish trend. However, Link Real Estate Investment is dragging the fund, facing profitability challenges and negative market momentum. With its broad exposure outside the U.S., RWX offers a diverse mix of opportunities, though its reliance on real estate means sector-specific risks remain a consideration.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
8801	Mitsui Fudosan Co	7.03%	$20.26M	¥4.93T	42.51%	78 Outperform
SCG	Scentre Group	3.25%	$9.37M	AU$21.88B	27.95%	70 Outperform
	―	2.96%	$8.52M	―	―	―
SGRO	Segro plc (REIT)	2.85%	$8.21M	£9.49B	0.74%	75 Outperform
SPSN	Swiss Prime Site AG	2.75%	$7.93M	CHF9.77B	43.11%	62 Neutral
0823	Link Real Estate Investment	2.57%	$7.41M	HK$90.33B	9.18%	55 Neutral
C38U	CapitaLand Mall	2.35%	$6.78M	S$17.89B	35.18%	71 Outperform
LI	Klepierre (ex Compagnie Fonciere Klepierre)	1.97%	$5.66M	€9.56B	21.14%	72 Outperform
PSPN	PSP Swiss Property AG	1.85%	$5.32M	CHF6.56B	11.86%	72 Outperform
A17U	CapitaLand Ascendas REIT	1.84%	$5.29M	S$12.78B	22.20%	63 Neutral

RWX Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

27.58

Positive

100DMA

27.44

Positive

200DMA

26.39

Positive

Market Momentum

MACD

0.06

Negative

RSI

61.32

Neutral

STOCH

50.72

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.57, equal to the 50-day MA of 27.58, and equal to the 200-day MA of 26.39, indicating a bullish trend. The MACD of 0.06 indicates Negative momentum. The RSI at 61.32 is Neutral, neither overbought nor oversold. The STOCH value of 50.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWX.

RWX Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RWX	―	―	$293.90M	0.59%	―
HAUZ	―	―	$923.34M	0.10%	―
REZ	―	―	$770.50M	0.48%	―
DTCR	―	―	$728.13M	0.50%	―
FDNI	―	―	$84.10M	0.65%	―
IPAV	―	―	$4.69M	0.56%	―

Performance Comparison

RWX

SPDR Dow Jones International Real Estate ETF

27.90

5.58

25.00%

HAUZ

Xtrackers International Real Estate ETF

―

REZ

iShares Residential and Multisector Real Estate ETF

―

DTCR

Global X Data Center Reits & Digital Infrastructure Etf

―

FDNI

First Trust Dow Jones International Internet ETF

―

IPAV

Global X Infrastructure Development ex-U.S. 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: ―

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