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Morningstar

iShares MSCI Pacific ex Japan ETF EPP

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis EPP

Will EPP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EPP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EPP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EPP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in iShares MSCI Pacific ex Japan ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EPP

More EPP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BHP Group Ltd

8.57 160.3 Mil
Basic Materials

Commonwealth Bank of Australia

7.13 133.3 Mil
Financial Services

CSL Ltd

5.01 93.6 Mil
Healthcare

AIA Group Ltd

4.06 75.8 Mil
Financial Services

National Australia Bank Ltd

3.92 73.4 Mil
Financial Services

Westpac Banking Corp

3.38 63.2 Mil
Financial Services

ANZ Group Holdings Ltd

3.18 59.5 Mil
Financial Services

DBS Group Holdings Ltd

2.91 54.3 Mil
Financial Services

Wesfarmers Ltd

2.75 51.5 Mil
Consumer Cyclical

Macquarie Group Ltd

2.57 48.0 Mil
Financial Services