EUFNiShares MSCI Europe Financials ETF
EUFN Fund Description
EUFN tracks a market-cap-weighted index of financials stocks in developed European markets.
EUFN Factset Analytics Insight
EUFN seeks to provide exposure to the broad financial sector in developed European countries. The fund’s small basket of large- and midcap securities translates to higher concentration risk—over 40% of its assets are dedicated to the top 10 holdings, so investors must be comfortable with EUFN’s top names. EUFN is also an extremely well-managed fund, making it a markedly efficient option in the space. Notably, the fund uses representative sampling indexing, instead of replicating the index. The index is subject to a quarterly review, and is rebalanced on a separate semi-annual review.
EUFN MSCI ESG Analytics Insight
iShares MSCI Europe Financials ETF has an MSCI ESG Fund Rating of AAA based on a score of 10.00 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 Europe Financials ETF ranks in the 100th percentile within its peer group and in the 100th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EUFN 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.
EUFN Portfolio Data
EUFN Index Data
EUFN Portfolio Management
EUFN Tax Exposures
EUFN Fund Structure
EUFN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EUFN. EUFN is rated a 5 out of 5.
EUFN Sector/Industry Breakdown
EUFN Top 10 Holdings[View All]
EUFN Economic Development
EUFN Performance Statistics
EUFN MSCI ESG Ratings
EUFN Benchmark Comparison Summary
EUFN Benchmark Comparison Market Cap Size