(XUCD) Xtrackers MSCI USA Consumer - Ratings and Ratios

The Xtrackers MSCI USA Consumer Discretionary UCITS ETF (XUCD) is a sector-specific exchange-traded fund that focuses on the consumer discretionary segment of the US market. The fund tracks a composite index, comprising 50% MSCI World Consumer Discretionary and 50% MSCI World Consumer Staples, both in net return currency.

As a Sector Equity Consumer Goods & Services ETF, XUCD provides investors with exposure to companies in the US consumer discretionary sector, which includes industries such as automobiles, hotels, restaurants, and leisure. The funds underlying index is likely to be dominated by large-cap stocks, given the MSCI USA indexs market-capitalization-weighted methodology.

To evaluate the funds performance, we can consider key performance indicators (KPIs) such as tracking error, expense ratio, and dividend yield. A low tracking error would indicate that the fund is effectively replicating its underlying index. The expense ratio, which is not provided, is also crucial in determining the funds net returns. Additionally, the dividend yield, which can be estimated based on the underlying holdings, is an important consideration for income-seeking investors.

From a technical analysis perspective, the funds price action can be assessed using various indicators. While the provided technical data indicates a relatively stable price trend, with the short-term moving averages (SMA20 and SMA50) above the current price, the long-term SMA200 is above the current price, suggesting a potential resistance level. Furthermore, the Average True Range (ATR) of 1.06 (1.39%) indicates moderate volatility, which may be relevant for investors with specific risk tolerance.

With an Assets Under Management (AUM) of approximately 439.92 million EUR, XUCD appears to have a reasonable scale, which can contribute to liquidity and potentially lower trading costs. However, investors should consider other factors, such as the funds trading volume, bid-ask spread, and market maker activity, to ensure that it meets their investment requirements.