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BINV - ETF AI Analysis

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BINV

Brandes International ETF (BINV)

Rating:58Neutral
Price Target:
BINV, the Brandes International ETF, has a solid but not outstanding rating, reflecting a mix of strong global brands and some holdings with valuation or momentum concerns. High-quality names like Heineken Holding, Sanofi, Henkel, and Reckitt Benckiser support the fund with strong financial performance, healthy cash flows, and attractive dividends, which help underpin overall stability. However, positions such as Alibaba, Kering, Diageo, and Takeda face issues like overvaluation, profitability or cash flow pressures, and bearish technical signals, and the fund’s focus on a relatively concentrated set of international stocks means investors should be mindful of stock-specific and regional risks.
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the year and in recent months, indicating positive momentum for investors.
Broad International Diversification
Holdings spread across many countries, including the USA, Europe, and Asia, help reduce the impact of problems in any single market.
Defensive Sector Tilt
Meaningful exposure to consumer defensive and health care companies can provide some stability during market downturns.
Negative Factors
Relatively High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slightly reduce the net returns investors receive over time.
Weak Performance in Several Top Holdings
Some of the largest positions, including major technology and consumer names, have recently lagged, which can drag on overall results.
Heavy U.S. Weight in an International Fund
A large portion of assets is still tied to the USA, which may limit the pure international diversification that some investors are seeking.

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

BINV Summary

Brandes International ETF (BINV) is an actively managed fund that invests in value-priced stocks from around the world, with no specific index but a focus on the total international market. It holds companies from the U.S., Europe, and Asia, including well-known names like SAP and Alibaba, as well as major healthcare and consumer brands. Investors might consider BINV if they want global diversification and believe undervalued companies can grow over time. However, because it owns stocks from many countries and sectors, its price can go up and down with both global markets and currency swings.
How much will it cost me?The Brandes International ETF (BINV) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning experts are selecting stocks rather than following a passive index.
What would affect this ETF?The Brandes International ETF (BINV) could benefit from global economic recovery and increased consumer spending, particularly in sectors like Consumer Defensive and Health Care, which are heavily weighted in its portfolio. However, it may face challenges from rising interest rates or geopolitical tensions that could impact international markets and the performance of its top holdings, such as Sanofi and Alibaba. Additionally, regulatory changes in emerging markets could pose risks to some of its investments.

BINV Top 10 Holdings

BINV leans heavily on a mix of European consumer and healthcare names, giving the fund a steady, value-focused backbone. Henkel, Heineken, Diageo, Astellas Pharma, and Publicis have been rising, acting as the main engines for recent performance. On the other side, Alibaba and Wal-Mart de Mexico have been lagging, occasionally dragging on returns and adding some volatility. SAP and Sanofi are more mixed, reflecting cautious sentiment toward big European blue chips. Overall, the ETF offers a globally diversified, non-U.S.-centric tilt with a clear defensive, consumer-and-healthcare flavor.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SAP SE3.46%$18.50M$258.81B-18.60%
69
Neutral
Sanofi3.00%$16.06M€92.66B-9.17%
75
Outperform
Alibaba2.69%$14.40M$288.83B-11.92%
68
Neutral
2.54%$13.56M
Takeda Pharmaceutical Co2.48%$13.28M¥9.26T32.70%
66
Neutral
Henkel AG & Co. KGaA2.22%$11.90M€29.37B6.92%
73
Outperform
Wal-Mart de Mexico SAB de CV2.14%$11.47M$838.12B-6.52%
Heineken Holding NV1.96%$10.50M€18.78B12.06%
76
Outperform
Astellas Pharma1.95%$10.41M$26.67B36.34%
Diageo1.92%$10.29M$51.48B-16.85%
60
Neutral

BINV Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
44.28
Positive
100DMA
43.22
Positive
200DMA
41.98
Positive
Market Momentum
MACD
0.27
Positive
RSI
59.05
Neutral
STOCH
28.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BINV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.47, equal to the 50-day MA of 44.28, and equal to the 200-day MA of 41.98, indicating a bullish trend. The MACD of 0.27 indicates Positive momentum. The RSI at 59.05 is Neutral, neither overbought nor oversold. The STOCH value of 28.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BINV.

BINV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$536.08M0.70%
58
Neutral
$689.83M0.60%
68
Neutral
$622.74M0.49%
60
Neutral
$576.98M0.44%
71
Outperform
$181.41M0.35%
71
Outperform
$147.12M0.33%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BINV
Brandes International ETF
45.60
8.83
24.01%
GMOI
GMO International Value ETF
FPAG
FPA Global Equity ETF
MFSV
MFS Active Value ETF
CSTK
Invesco Comstock Contrarian Equity ETF
PJFV
PGIM Jennison Focused Value 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: ―
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