KLMT - ETF AI Analysis
Top Page
Invesco MSCI Global Climate 500 ETF (KLMT)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leading Technology Holdings
Several major technology names in the top holdings have delivered strong returns, helping drive the fund’s overall results.
Global and Sector Diversification
Exposure to multiple countries and a wide mix of sectors helps spread risk across different parts of the global market.
Negative Factors
Heavy U.S. Concentration
With most assets invested in U.S. companies, the fund is heavily tied to the performance of the U.S. market.
Tech Sector Dependence
A large allocation to technology stocks means the ETF could be more sensitive to downturns in that sector.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or negative performance recently, which could weigh on future returns if the trend continues.
KLMT vs. SPDR S&P 500 ETF (SPY)
AUM1.55B
RegionGlobal
Expense Ratio0.10%
Beta0.94
IssuerInvesco
Inception DateJun 26, 2024
Dividend Yield1.75%
Asset ClassEquity
Index TrackedMSCI ACWI Select 500 Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,878
30 Day Avg. Volume2,008
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
39.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering480
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KLMT Summary
The Invesco MSCI Global Climate 500 ETF (KLMT) follows the MSCI ACWI Select Climate 500 Index, focusing on companies around the world that are working to cut carbon emissions and operate more sustainably. 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 companies addressing climate change. A key risk is that it is heavily tilted toward large tech and U.S. stocks, so its price can rise and fall sharply with those markets.
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’s story is driven by a climate-conscious tilt wrapped in a familiar Big Tech shell. Nvidia and Apple are doing much of the heavy lifting, with both stocks rising and giving the fund a strong tech-powered tailwind. Alphabet and Amazon are also climbing, adding more fuel from digital advertising and cloud growth. On the flip side, Microsoft looks a bit mixed and Meta is lagging, taking some shine off the tech-heavy lineup. Overall, the ETF leans hard into global technology leaders, with broad international exposure but a clear climate and innovation theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 4.79% | $73.42M | $4.97T | 46.83% | 76 Outperform | |
| Apple | 4.40% | $67.42M | $4.28T | 49.39% | 79 Outperform | |
| Microsoft | 2.80% | $42.97M | $2.90T | -16.57% | 79 Outperform | |
| Amazon | 2.36% | $36.26M | $2.57T | 13.84% | 71 Outperform | |
| Alphabet Class A | 2.34% | $35.87M | $4.35T | 108.94% | 85 Outperform | |
| Broadcom | 1.76% | $26.96M | $1.82T | 56.26% | 76 Outperform | |
| Alphabet Class C | 1.44% | $22.04M | $4.35T | 103.64% | 82 Outperform | |
| Meta Platforms | 1.28% | $19.59M | $1.44T | -15.47% | 76 Outperform | |
| Micron | 1.16% | $17.77M | $1.11T | 807.87% | 79 Outperform | |
| ― | 1.15% | $17.57M | ― | ― | ― |
KLMT Technical Analysis
Positive
―
Price Trends
33.35
Positive
32.26
Positive
31.30
Positive
Market Momentum
0.25
Positive
58.89
Neutral
79.13
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 34.16, equal to the 50-day MA of 33.35, and equal to the 200-day MA of 31.30, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 58.89 is Neutral, neither overbought nor oversold. The STOCH value of 79.13 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
34.55
7.47
27.58%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
ACWV
iShares MSCI Global Min Vol Factor ETF
―
―
―
BDYN
iShares Dynamic Equity Active ETF
―
―
―
CGGE
Capital Group Global Equity 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: ―
Table of Contents