Overview
| Stats: | |
|---|---|
| Funds: | 18 |
| Acquired Fees: | 0.39% |
| TTM Yield: | 1.49% |
| Benchmark: | IXUS |
Inception Date: June 15, 2020
Investment Objective
The ETF Action International Region & Country AIM Portfolio primary objective is to outperform the Global ex-U.S. Market as measured by the MSCI ACWI ex USA Investable Market Index. To accomplish this objective the investment committee utilizes an actively managed process that is governed and implemented using a transparent and repeatable framework.
Key Facts
- Selection universe limited to Region, Country & Market Developement ETFs (ex-U.S.)
- Over/under weight positions driven by transparent, multi-faceted, and repeatable ratings process
- Fully invested (no cash), does not use leverage or inverse funds
Philosophy
Returns across regions and countries diverge widely based on a number of factors including sector exposure, business cycle, macroeconomic environment, fundamentals, valuations, and sentiment. Following a disciplined process outlined in the methodology guide, ETF Action has created a proprietary process to track these factors in an attempt to identify sectors and industries that we believe have an outsized chance to outperform over various time frames.
All ETF Action Model Portfolios are made available to subscribers for informational purposes only and do not represent actual investments. Full terms of service, including terms of use, copyrights, and disclaimers are available here.
Performance
Performance (as of )
INDEX PERFORMANCE CALCULATED BY indxx. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX, THE PERFORMANCE OF AN INDEX DOES NOT REPRESENT ANY ACTUAL TRANSACTIONS AND ITS PERFORMANCE DOES NOT REFLECT THE DEDUCTION OF ANY FEES OR EXPENSES ASSOCIATED WITH ACTUAL INVESTING.
*Since Common Inception Date
Composition
Model Insights
International Region & Country AIM Positioning Guide
1.18.2021
International Region & Country AIM Portfolio returned -1.53% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%
- Top Performers: EWT +1.62%, EIS +0.45%, VNM +0.11%
- Bottom Performers: ENZL -5.14%, EWY -4.15%, ILF -3.20%
- Since Inception Performance: +30.95% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.72%
International Region & Country AIM Positioning Guide
1.11.2021
International Region & Country AIM Portfolio returned 4.49% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.19%
- Top Performers: EWY +11.82%, EEMA +6.02%, EWT +6.01%
- Bottom Performers: EWM +0.28%, EIS +2.33%, EDEN +2.62%
- Since Inception Performance: +32.98% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.91%
International Region & Country AIM Positioning Guide
1.3.2021
International Region & Country AIM Portfolio returned 1.65% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.35%
- Top Performers: EWY +4.73%, VNM +4.54%, EEMA +3.64%
- Bottom Performers: EWC -0.71%, EWN -0.22%, EWG -0.22%
- Since Inception Performance: +27.26% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.60%
International Region & Country AIM Positioning Guide
12.28.2020
International Region & Country AIM Portfolio returned -0.57% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.02%
- Top Performers: ENZL +2.60%, EIS +1.18%, EWY +1.16%
- Bottom Performers: EEMA -1.64%, EWM -1.41%, ILF -1.15%
- Since Inception Performance: +25.19.% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.14%
International Region & Country AIM Positioning Guide
12.21.2020
International Region & Country AIM Portfolio returned +1.34% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.36%
- Top Performers: EWG +5.00%, EDEN +4.57%, EWN +3.08%
- Bottom Performers: EWM -1.39%, ENZL -2.28%, EWY -0.70%
- Since Inception Performance: +25.91.% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.17%
International Region & Country AIM Positioning Guide
12.14.2020
International Region & Country AIM Portfolio returned -0.06% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.41%
- Top Performers: EWM +2.93%, ENZL +2.63%, VNM +2.13%
- Bottom Performers: EWW -1.86%, SCZ -1.05%, BBEU -0.96%
- Since Inception Performance: +24.24% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.59%
ETFs in "Action" Webinar Series: Episode 5 - Country & Region Investing
12.10.2020
With rising valuation ratios across U.S. equities in 2020, relative opportunities may be presenting themselves going into 2021. In this episode of ETFs in “Action” Mike & Alex will look into the world of region and country investing outside of the United States.
• Navigate: What is the process of identifying country & region ETFs to match your investment thesis?
• Research: How can you use regions and countries to identify investment trends?
• Compare: What should investors focus on when evaluating key drivers of returns?
• Build: Why would investors want to add country and region ETFs to their model portfolios and what are key considerations in selecting the right strategies? What are best practices?
• Explore: What are the companies best aligned with specific countries and how can ETFs be used to quickly identify them?
As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.
International Region & Country AIM Positioning Guide
12.7.2020
International Region & Country AIM Portfolio returned 1.65% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.11%
- Top Performers: ILF +6.69%, EWY +6.59%, EWW +4.11%
- Bottom Performers: EIS -0.68%, EDEN -0.39%, EFNL -0.21%
- Since Inception Performance: +24.32% outpacing the MSCI ACWI ex-U.S. (IXUS) by 1.09%
Europe Playbook
11.30.2020
An overview of the European ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
International Region & Country AIM Positioning Guide
11.29.2020
International Region & Country AIM Portfolio returned 2.14% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.15%
- Top Performers: ILF +5.20%, EIS +4.48%, EWY +4.29%
- Bottom Performers: EDEN +0.39%, EWT +1.05%, EWW +1.12%
- Since Inception Performance: +22.30% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.94%
