EWLiShares MSCI Switzerland ETF
EWL 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
EWL tracks a market-cap-weighted index of Swiss stocks. It captures 85% of the publicly available market, composed of large- and midcap stocks. The cap-weighting means that the fund tilts to large-caps but ensures diversification by applying investment limits under the current US Internal Revenue Code on regulated investment companies of no more than 25% of value to a single issuer, and the sum of the weights of all issuers with more than 5% not exceeding 50% of total assets. The index is reviewed quarterly to reflect changes in the markets in a timely manner and rebalanced semiannually.
EWL MSCI ESG Analytics Insight
iShares MSCI Switzerland ETF has an MSCI ESG Fund Rating of AA based on a score of 7.53 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 79th percentile within its peer group and in the 15th 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 Portfolio Data
EWL Index 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 Sector/Industry Breakdown
EWL Top 10 Holdings[View All]
EWL Economic Development
EWL Performance Statistics
EWL MSCI ESG Ratings
EWL Benchmark Comparison Summary
EWL Benchmark Comparison Market Cap Size