KLMT - ETF AI Analysis
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Invesco MSCI Global Climate 500 ETF (KLMT)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Overall Year-To-Date Performance
The ETF has delivered solid gains so far this year, indicating that its climate-focused strategy has been working well in the current market.
Leading Tech Holdings With Strong Momentum
Several major technology stocks in the top holdings, such as Apple, Nvidia, Broadcom, and Micron, have shown strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment gains stay in investors’ pockets over time.
Negative Factors
High Concentration In U.S. Stocks
With a large majority of its assets in U.S. companies, the ETF is heavily exposed to the U.S. market and less diversified across global economies.
Heavy Tilt Toward Technology Sector
A significant portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some large positions like Microsoft, Meta, and Tesla have recently shown weaker performance, which can offset gains from stronger stocks in the portfolio.
KLMT vs. SPDR S&P 500 ETF (SPY)
AUM1.59B
RegionGlobal
Expense Ratio0.10%
Beta0.92
IssuerInvesco
Inception DateJun 26, 2024
Dividend Yield1.78%
Asset ClassEquity
Index TrackedMSCI ACWI Select Climate 500
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume472
30 Day Avg. Volume671
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
42.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering479
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KLMT Summary
The Invesco MSCI Global Climate 500 ETF (KLMT) is a fund that follows the MSCI Global Climate 500 Index, focusing on companies around the world that are working to cut carbon emissions and run more sustainable businesses. It holds many well-known names like Apple and Nvidia, along with hundreds of other firms across technology, finance, and other sectors, giving investors broad global diversification with a climate-friendly tilt. Someone might invest in KLMT to seek long-term growth while supporting environmentally conscious companies. A key risk is that it is heavily tilted toward tech stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The Invesco MSCI Global Climate 500 ETF (KLMT) has an expense ratio of 0.10%, which means you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock-picking strategies.
What would affect this ETF?KLMT’s focus on climate-conscious companies positions it well to benefit from growing global interest in sustainability and potential government incentives for green initiatives. However, its heavy exposure to technology and consumer sectors could face challenges if economic conditions weaken or if regulatory changes impact major holdings like Nvidia, Apple, or Tesla. Additionally, global market fluctuations may influence performance due to its broad geographic exposure.
KLMT Top 10 Holdings
KLMT is being steered largely by Big Tech and chipmakers, with Nvidia, Apple, and Microsoft acting as the main engines of recent performance thanks to rising or steady momentum tied to AI and cloud growth. Meta has jumped back into the spotlight, adding extra fuel, while Amazon and Broadcom have been more mixed lately, occasionally dragging on returns. With a clear tilt toward climate-conscious technology and semiconductor names and a global footprint that includes leaders like Samsung, the fund is betting that greener innovation will drive long-term gains.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.16% | $82.20M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 4.82% | $76.80M | $4.91T | 37.25% | 79 Outperform | |
| Microsoft | 3.70% | $58.92M | $3.97T | 4.72% | 79 Outperform | |
| Amazon | 2.47% | $39.41M | $2.83T | 21.29% | 71 Outperform | |
| Alphabet Class A | 2.21% | $35.26M | $4.28T | 48.65% | 85 Outperform | |
| Broadcom | 1.59% | $25.28M | $1.73T | 11.37% | 76 Outperform | |
| Meta Platforms | 1.56% | $24.77M | $1.83T | 1.90% | 76 Outperform | |
| Alphabet Class C | 1.35% | $21.51M | $4.28T | 46.47% | 82 Outperform | |
| Micron | 1.15% | $18.36M | $1.16T | 466.63% | 79 Outperform | |
| Tesla | 1.06% | $16.82M | $1.51T | -7.45% | 73 Outperform |
KLMT Technical Analysis
Positive
―
Price Trends
35.10
Positive
34.57
Positive
33.01
Positive
Market Momentum
0.05
Negative
51.72
Neutral
72.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KLMT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 35.04, equal to the 50-day MA of 35.10, and equal to the 200-day MA of 33.01, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 51.72 is Neutral, neither overbought nor oversold. The STOCH value of 72.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KLMT.
KLMT Peer Comparison
Comparison Results
Performance Comparison
KLMT
Invesco MSCI Global Climate 500 ETF
35.12
5.43
18.29%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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ACWV
iShares MSCI Global Min Vol Factor ETF
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CGGE
Capital Group Global Equity ETF
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BDYN
iShares Dynamic Equity Active ETF
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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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