EWL
iShares MSCI Switzerland ETFEWL Fund Description
EWL tracks a market-cap-weighted index of Swiss stocks. It captures 85% of the publicly available market, excluding small-caps.
EWL Factset Analytics Insight
The iShares MSCI Switzerland Capped ETF tracks a market-cap-weighted index of Swiss stocks. It captures 85% of the publicly available market, excluding small-caps. The cap-weighting means that the fund is heavily concentrated in its top 10 holdings, but it nevertheless mirrors our benchmark closely, including a heavy concentration in healthcare. EWL trades easily and is a liquidity leader in its segment, with excellent underlying liquidity. Its expense ratio is average for international equity funds, but securities lending and/or skillful optimization help to claw back much of those costs, making EWL cheap to hold.
EWL MSCI ESG Analytics Insight
iShares MSCI Switzerland ETF has an MSCI ESG Fund Rating of AA based on a score of 7.69 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 Switzerland ETF ranks in the 96th percentile within its peer group and in the 70th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EWL 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.
EWL CHARTS AND PERFORMANCE
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EWL Summary Data
EWL Portfolio Data
EWL Portfolio Management
EWL Tax Exposures
EWL Fund Structure
EWL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EWL. EWL is rated a 5 out of 5.
EWL Tradability
EWL Sector/Industry Breakdown
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EWL TOP 10 HOLDINGS[View All]
EWL Countries
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EWL Regions
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EWL Economic Development
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EWL Performance Statistics
EWL MSCI ESG Ratings
EWL BENCHMARK COMPARISON SUMMARY
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EWL 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.