FXIiShares China Large-Cap ETF
FXI Fund Description
FXI tracks a market-cap-weighted index of the 50 largest Chinese stocks traded on the Hong Kong Stock Exchange.
FXI Factset Analytics Insight
FXI, one of the oldest China-focused ETFs on the market, is a concentrated portfolio of 50 large cap H-shares, P-chips and Red Chips listed in Hong Kong. Notably, mainland-listed A-shares and US-listed Chinese mega-caps (classified as an N-share) are excluded from the fund’s portfolio. FXI draws its selection universe from the FTSE All World Index. Stocks are further screened for liquidity to ensure that the market-cap-weighted index is tradable. To avoid overconcentration in the index, stock weights are capped at 9% and company weights at 38%. The index is reconstituted and rebalanced quarterly.
FXI MSCI ESG Analytics Insight
iShares China Large-Cap ETF has an MSCI ESG Fund Rating of BB based on a score of 3.97 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 China Large-Cap ETF ranks in the 13th percentile within its peer group and in the 60th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FXI 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.
FXI Portfolio Data
FXI Index Data
FXI Portfolio Management
FXI Tax Exposures
FXI Fund Structure
FXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FXI. FXI is rated a 5 out of 5.
FXI Sector/Industry Breakdown
FXI Top 10 Holdings[View All]
FXI Economic Development
FXI Performance Statistics
FXI MSCI ESG Ratings
FXI Benchmark Comparison Summary
FXI Benchmark Comparison Market Cap Size
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