EPHE
iShares MSCI Philippines ETFEPHE Fund Description
EPHE tracks a free float-adjusted market-cap-weighted index of the broader Filipino equity market.
EPHE Factset Analytics Insight
EPHE provides broad exposure exclusively to the Philippine equity market. The index is weighted and rebalanced on a quarterly basis using the MSCI 25/50 methodology that diversifies its holdings by applying limits on RICs in compliance with the US Internal Revenue Code, such that no more than 25% of value to a single issuer, and the sum of the weights of all issuers with more than 5% do not exceed 50% of total assets. Prior to December 1, 2020 the fund tracked an uncapped version of the index.
EPHE MSCI ESG Analytics Insight
iShares MSCI Philippines ETF has an MSCI ESG Fund Rating of BB based on a score of 3.91 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 Philippines ETF ranks in the 10th percentile within its peer group and in the 7th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EPHE 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.
EPHE Summary Data
EPHE Portfolio Data
EPHE Index Data
EPHE Portfolio Management
EPHE Tax Exposures
EPHE Fund Structure
EPHE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPHE. EPHE is rated a 2 out of 5.
EPHE Tradability
EPHE Sector/Industry Breakdown
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EPHE Top 10 Holdings[View All]
EPHE Countries
EPHE
EPHE Regions
EPHE
EPHE Economic Development
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EPHE Performance Statistics
EPHE MSCI ESG Ratings
EPHE Benchmark Comparison Summary
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EPHE Benchmark Comparison Market Cap Size
EPHE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.