EUFN
iShares MSCI Europe Financials ETFEUFN Fund Description
EUFN tracks a market-cap-weighted index of financials stocks in developed European markets.
EUFN Factset Analytics Insight
EUFN's focus on the developed European financial sector creates an interesting portfolio in light of recent and ongoing financial crises. The fund loads up on companies rocked by sovereign debt bailouts and trading scandals, such as Banco Santander and UBS. EUFN's small basket translates to higher concentration risk—over 40% of its assets are dedicated to the top 10 holdings, so be sure you're comfortable with the top names. EUFN's smaller basket also lends itself to elevated concentration risk, which may explain the fund's slightly higher beta to our benchmark. EUFN is easy to trade for investors of any size and scale. Daily volume is high and spreads are tight, while the underlying assets are likewise extremely liquid and can stand up to creation/redemption activity. EUFN is also an extremely well-managed fund: its fee is competitive, and true holding costs can be significantly lower, making it a markedly Efficient option in the space.
EUFN MSCI ESG Analytics Insight
iShares MSCI Europe Financials ETF has an MSCI ESG Fund Rating of AA based on a score of 7.17 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 90th percentile within its peer group and in the 91st 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 CHARTS AND PERFORMANCE
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EUFN Summary Data
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 Tradability
EUFN Sector/Industry Breakdown
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EUFN TOP 10 HOLDINGS[View All]
EUFN Countries
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EUFN Regions
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EUFN Economic Development
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EUFN Performance Statistics
EUFN MSCI ESG Ratings
EUFN BENCHMARK COMPARISON SUMMARY
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EUFN BENCHMARK COMPARISON MARKET CAP SIZE
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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.