HEEM
iShares Currency Hedged MSCI Emerging Markets ETFHEEM Fund Description
HEEM tracks an index of broad emerging market equities with currency exposure from the underlying stocks hedged out for USD investors.
HEEM Factset Analytics Insight
HEEM offers currency-hedged exposure to a broad basket of emerging-market stocks. The fund piggybacks on iShares' hugely popular EEM. In fact, HEEM simply holds the same stocks as EEM and overlays that position with currency contracts to hedge out its currency exposure to the US dollar. The index is 100% hedged to US dollars by selling each foreign currency forward at the one-month forward weight, while the amount is kept constant during the period. Outside of the currency-hedge, HEEM's exposure is vanilla. It's worth noting that this fund defines Korea as an emerging market, so that country is represented in this portfolio. The index is rebalanced monthly on the last trading day, to take into account the effect of the rolling one-month forward contracts.
HEEM MSCI ESG Analytics Insight
iShares Currency Hedged MSCI Emerging Markets ETF has an MSCI ESG Fund Rating of A based on a score of 5.85 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 Currency Hedged MSCI Emerging Markets ETF ranks in the 30th percentile within its peer group and in the 32nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
HEEM Summary Data
HEEM Portfolio Data
HEEM Index Data
HEEM Portfolio Management
HEEM Tax Exposures
HEEM Fund Structure
HEEM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HEEM. HEEM is rated a 5 out of 5.
HEEM Tradability
HEEM Sector/Industry Breakdown
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HEEM Countries
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HEEM Regions
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HEEM Economic Development
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HEEM Performance Statistics
HEEM MSCI ESG Ratings
HEEM Benchmark Comparison Summary
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HEEM 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.