EEMiShares MSCI Emerging Markets ETF
EEM Fund Description
EEM tracks an index of emerging-market firms weighted by market cap.
EEM Factset Analytics Insight
EEM one of the early entrants to provide exposure to large- and midcap emerging market equities. The fund matches the market well. In fact, it uses a similar, albeit narrower version of our MSCI benchmark. The main difference is that the fund does not go as far down the market-cap spectrum as our benchmark, ignoring many small-cap and all micro-cap firms. Still, the coverage of the space is excellent. Since it follows an MSCI index, EEM counts South Korea as emerging, while FTSE-based rival VWO does not.
EEM MSCI ESG Analytics Insight
iShares MSCI Emerging Markets ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.94 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 MSCI Emerging Markets ETF ranks in the 30th percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EEM 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.
EEM Summary Data
EEM Portfolio Data
EEM Index Data
EEM Portfolio Management
EEM Tax Exposures
EEM Fund Structure
EEM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EEM. EEM is rated a 5 out of 5.
EEM Sector/Industry Breakdown
EEM Economic Development
EEM Performance Statistics
EEM MSCI ESG Ratings
EEM Benchmark Comparison Summary
EEM Benchmark Comparison Market Cap Size
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