EUMV
iShares Edge MSCI Min Vol Europe ETFEUMV Fund Description
EUMV tracks an index of developed Europe equities selected and weighted to create a low-volatility portfolio subject to constraints including country & sector exposure.
EUMV Factset Analytics Insight
EUMV—launched June 2014—offers a solid low-vol take on developed Europe stocks for a low fee, but investors aren't enticed so far. The fund starts with a plain-vanilla universe of developed Europe—not eurozone—countries, so the UK, Switzerland and Sweden are in the mix. (IEUR tracks this parent index.) It then finds the optimal portfolio for minimum volatility without straying too far from parent index regarding sectors, countries and risk exposures other than volatility. (This optimizer also drives the US low-vol fund, USMV). Our analysis shows the fund generally remains within 5% of sector and country allocations relative to the market while substantially lessening market risk. Still, AUM is low and trading volume is very thin. In all, EUMV’s portfolio definitely delivers on its thesis, but the fund should be traded with caution and monitored for AUM in the near term.
EUMV MSCI ESG Analytics Insight
iShares Edge MSCI Min Vol Europe ETF has an MSCI ESG Fund Rating of AA based on a score of 8.24 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 Edge MSCI Min Vol Europe ETF ranks in the 98th percentile within its peer group and in the 86th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EUMV 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.
EUMV Charts And Performance
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EUMV Summary Data
EUMV Portfolio Data
EUMV Portfolio Management
EUMV Tax Exposures
EUMV Fund Structure
EUMV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EUMV. EUMV is rated a 4 out of 5.
EUMV Tradability
EUMV Sector/Industry Breakdown
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EUMV Top 10 Holdings[View All]
EUMV Countries
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EUMV Regions
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EUMV Economic Development
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EUMV Performance Statistics
EUMV MSCI ESG Ratings
EUMV Benchmark Comparison Summary
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EUMV 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.