EUSAiShares MSCI U.S.A. Equal Weighted ETF
EUSA Fund Description
EUSA tracks an equal-weighted index of US firms that covers 85% of the market capitalization of the equity market.
EUSA Factset Analytics Insight
EUSA provides a different approach to US large- and midcap firms. The fund includes the same stocks as its parent index, the MSCI USA Index, but applies equal weighting at each quarterly rebalance, effectively removing the influence of each constituents’ current price and preventing overweighting to larger firms. The quarterly rebalance starts in February. Prior to Sep. 1, 2015, the fund tracked MSCI USA Index, a market-cap-weighted index of the same constituents.
EUSA MSCI ESG Analytics Insight
iShares MSCI U.S.A. Equal Weighted ETF has an MSCI ESG Fund Rating of A based on a score of 6.27 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 U.S.A. Equal Weighted ETF ranks in the 55th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EUSA 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.
EUSA Summary Data
EUSA Portfolio Data
EUSA Index Data
EUSA Portfolio Management
EUSA Tax Exposures
EUSA Fund Structure
EUSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EUSA. EUSA is rated a 5 out of 5.
EUSA Sector/Industry Breakdown
EUSA Economic Development
EUSA Performance Statistics
EUSA MSCI ESG Ratings
EUSA Benchmark Comparison Summary
EUSA Benchmark Comparison Market Cap Size