SCZ
iShares MSCI EAFE Small-Cap ETFSCZ Fund Description
SCZ tracks a market-cap-weighted index of small-cap companies from Europe, Asia and the Far East.
SCZ Factset Analytics Insight
SCZ is well-known for providing a classic, market-cap-weighted representation of international developed, small-cap market with a diverse collection of holdings. With around 2,300+ constituents, the index covers approximately 14% of the market capitalization in each country. The fund avoids exposure to Canadian and US companies in its portfolio construction — a common practice in this space given the high correlation of Canadian firms to American firms. In all, SCZ aims to provide investors with diversified international stocks allocation in the small-cap segment.
SCZ MSCI ESG Analytics Insight
iShares MSCI EAFE Small-Cap ETF has an MSCI ESG Fund Rating of A based on a score of 6.04 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 EAFE Small-Cap ETF ranks in the 52nd percentile within its peer group and in the 49th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCZ 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.
SCZ Summary Data
SCZ Portfolio Data
SCZ Index Data
SCZ Portfolio Management
SCZ Tax Exposures
SCZ Fund Structure
SCZ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCZ. SCZ is rated a 5 out of 5.
SCZ Tradability
SCZ Sector/Industry Breakdown
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SCZ Top 10 Holdings[View All]
SCZ Countries
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SCZ Regions
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SCZ Economic Development
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SCZ Performance Statistics
SCZ MSCI ESG Ratings
SCZ Benchmark Comparison Summary
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SCZ 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.