The KOKU ETF is a product of Koku Asset Management, a firm renowned for its innovative investment strategies and keen market insights. Koku Asset Management has a history of crafting ETFs that cater to specific market niches, aiming to provide investors with unique opportunities. With KOKU, they offer a diversified portfolio that captures a particular segment of the market, leveraging their expertise to ensure optimal performance. The ETF's structure and holdings reflect Koku Asset Management's dedication to delivering both value and growth to its investors.
While the KOKU ETF primarily emphasizes growth and innovation, it does provide investors with a dividend distribution that mirrors the performance of its underlying holdings. Dividends from KOKU are typically distributed on a quarterly basis, in line with the dividend policies of the companies within the fund. As KOKU is composed of cutting-edge, forward-looking companies, investors can expect potential capital growth alongside modest dividend returns.
KOKU Tracking, an exchange-traded fund (ETF), is designed to replicate the performance of equity markets in developed markets (excluding Japan) through a passive indexing investment approach. This ETF employs a full replication indexing strategy, directly investing in component securities of the Underlying Index, which consists of 1,274 securities as of October 31, 2022. The index covers countries such as Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. KOKU Tracking aims to closely mirror the market capitalization and industry weightings of this diversified index while offering exposure to developed markets, with a focus on the information technology sector (21.56%) among others. Additionally, the fund may engage in securities lending and use derivatives, but not for speculative purposes, to achieve its tracking objectives.
The correlation aspect of the Xtrackers MSCI Kokusai Equity ETF is known for its strong association with developed equity markets (excluding Japan), as it seeks to mirror the performance of the Underlying Index designed to track these markets. This ETF typically exhibits a high correlation with the countries it represents, including Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and the United States. Additionally, the fund's concentration in the information technology sector, comprising a significant portion of the Underlying Index, adds a distinctive correlation characteristic to its behavior. Investors looking to delve deeper into these correlations and explore the overlap with various assets and sectors can utilize the ETF Insider web app. This tool provides comprehensive data and visualization capabilities, allowing investors to make informed decisions and gain valuable insights into market trends related to Xtrackers MSCI Kokusai Equity ETF and other US ETFs.
The KOKU ETF focuses on providing investors with exposure to equity markets in developed markets, excluding Japan. This passive ETF employs a full replication indexing strategy to track the performance of its Underlying Index, which is designed to cover approximately 85% of the free float-adjusted market capitalization of each country represented in the index. As of its last available data in October 2022, the Underlying Index consisted of 1,274 securities, with a significant weighting towards the United States (74.49%). The fund's portfolio includes a notable concentration in the information technology sector (21.56%), making it appealing to those seeking exposure to this industry. However, investors should be aware that the fund may become non-diversified over time based on market capitalization or index weighting changes, and it may use derivatives and engage in securities lending as part of its investment strategy.
The exposure characteristic of the Xtrackers MSCI Kokusai Equity ETF emphasizes its unique strategy focused on flexible exchange options (FLEX Options) that reference the SPDR® S&P 500® ETF Trust (the Underlying ETF). These FLEX Options are highly customizable but subject to counterparty risk, offering investors a distinct approach to accessing the performance of the S&P 500® Index. Xtrackers MSCI Kokusai Equity ETF primarily invests in FLEX Options related to the Underlying ETF, providing significant exposure to companies in the information technology sector. For detailed insights into its exposure and performance outcomes, investors can utilize the ETF Insider web app, which offers comprehensive data visualization tools, including overlap analysis and correlations, for a deeper understanding of this unique investment opportunity.
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