EZA
iShares MSCI South Africa ETFEZA Fund Description
EZA tracks the performance of a market-cap-weighted index of South African stocks. It captures 85% of the publicly available market, excluding all small-caps.
EZA Factset Analytics Insight
EZA aims to capture the South African equity space by tracking a cap-weighted index that represents a majority of the market. It tilts large compared to our more comprehensive benchmark, as it excludes small-caps from its portfolio, Nevertheless, it still provides neutral sector exposure. Given the limitations of a small country like South Africa, investors must be conscious before investing in this fund, as it may allocate more resources to some select companies. Hence, a cap of 25% per issuer is used to ensure diversification among its holdings. EZA uses a representative sampling strategy, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. The index is rebalanced quarterly. Before September 2017, the fund tracked an uncapped version of its current index.
EZA MSCI ESG Analytics Insight
iShares MSCI South Africa ETF has an MSCI ESG Fund Rating of AA based on a score of 8.15 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 South Africa ETF ranks in the 87th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EZA 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.
EZA Summary Data
EZA Portfolio Data
EZA Index Data
EZA Portfolio Management
EZA Tax Exposures
EZA Fund Structure
EZA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EZA. EZA is rated a 4 out of 5.
EZA Tradability
EZA Sector/Industry Breakdown
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EZA Top 10 Holdings[View All]
EZA Countries
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EZA Regions
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EZA Economic Development
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EZA Performance Statistics
EZA MSCI ESG Ratings
EZA Benchmark Comparison Summary
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EZA 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.