EFGiShares MSCI EAFE Growth ETF
EFG Fund Description
EFG tracks a market-cap-weighted index of developed-market growth stocks from Europe, Australia and the Far East.
EFG Factset Analytics Insight
EFG offers representative exposure to the developed markets ex-US segment. The fund comes with two quirks—it also excludes Canada and ignores small-caps. EFG picks growth stocks in the MSCI EAFE Index using long- and short-term forward earnings per share growth rates, current internal growth rates, long-term historical EPS growth trends and long-term historical sales per share growth trend. The fund’s exclusion of small-caps contributes to a large-cap tilt, and it may have some small sector biases. Nevertheless, EFG offers solid exposure to Europe, Australia and the Far East. The index is reviewed on a semi-annual basis.
EFG MSCI ESG Analytics Insight
iShares MSCI EAFE Growth ETF has an MSCI ESG Fund Rating of AA based on a score of 7.80 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 EAFE Growth ETF ranks in the 89th percentile within its peer group and in the 68th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EFG 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.
EFG Summary Data
EFG Portfolio Data
EFG Index Data
EFG Portfolio Management
EFG Tax Exposures
EFG Fund Structure
EFG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EFG. EFG is rated a 5 out of 5.
EFG Sector/Industry Breakdown
EFG Top 10 Holdings[View All]
EFG Economic Development
EFG Performance Statistics
EFG MSCI ESG Ratings
EFG Benchmark Comparison Summary
EFG Benchmark Comparison Market Cap Size