DMXFiShares ESG Advanced MSCI EAFE ETF
DMXF Fund Description
DMXF tracks a market-cap weighted, ESG-screened index of large- and midcap stocks from the developed markets outside North America.
DMXF Factset Analytics Insight
DMXF is designed to capture companies with favorable ESG ratings relative to their sector peers while avoiding those that are involved in controversial business activities. In constructing the portfolio, companies in the broad MSCI EAFE Index are rated based on their ESG risk and opportunities management, and controversies scores (0-10, 10 being the most desirable). Securities that have a BBB-rating or above and a score of 3 or above are selected for the portfolio. Companies excluded are those involved in adult entertainment, alcohol, gambling, tobacco, GMO, weapons, nuclear power, firearms, for-profit prisons, and predatory lending, based on revenue thresholds. Companies in the energy sector and industry tied to fossil fuel are also screened out. The index is market-cap weighted with quarterly review for rebalance.
DMXF MSCI ESG Analytics Insight
iShares ESG Advanced MSCI EAFE ETF has an MSCI ESG Fund Rating of AA based on a score of 8.48 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares ESG Advanced MSCI EAFE ETF ranks in the 95th percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DMXF MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DMXF Summary Data
DMXF Portfolio Data
DMXF Index Data
DMXF Portfolio Management
DMXF Tax Exposures
DMXF Fund Structure
DMXF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DMXF. DMXF is rated a 5 out of 5.
DMXF Top 10 Holdings[View All]
DMXF Economic Development
DMXF Performance Statistics
DMXF MSCI ESG Ratings
DMXF Benchmark Comparison Summary
DMXF Benchmark Comparison Market Cap Size