EWDiShares MSCI Sweden ETF
EWD Fund Description
EWD tracks a market-cap-weighted index of Swedish stocks. It captures the top 85% of companies by market-cap.
EWD Factset Analytics Insight
EWD seeks to provide focused exposure by investing in an index of purely Swedish stocks. It mainly invests in large- and midcaps, but still manages to capture the majority of the market. Also, despite its large-cap bias, EWD is broadly representative of the different sectors. The underlying index selects and weights its holdings by market-cap, with a cap of 25% per company to ensure diversification. However, investors must still be conscious of the fund’s composition before investing, as the limited pool of Swedish companies may yield a top heavy portfolio. The fund uses a sampling strategy, meaning the fund may not hold all the stocks of the underlying index but will hold securities that collectively have the same investment profile. The index is rebalanced quarterly.
EWD MSCI ESG Analytics Insight
iShares MSCI Sweden ETF has an MSCI ESG Fund Rating of AA based on a score of 8.51 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 Sweden ETF ranks in the 95th percentile within its peer group and in the 81st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWD 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.
EWD Portfolio Data
EWD Index Data
EWD Portfolio Management
EWD Tax Exposures
EWD Fund Structure
EWD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWD. EWD is rated a 5 out of 5.
EWD Sector/Industry Breakdown
EWD Top 10 Holdings[View All]
EWD Economic Development
EWD Performance Statistics
EWD MSCI ESG Ratings
EWD Benchmark Comparison Summary
EWD Benchmark Comparison Market Cap Size