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iShares MSCI EAFE Value ETF EFV ETF Analysis

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

Morningstar’s Analysis EFV

Will EFV 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 EFV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EFV 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 EFV’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad exposure to foreign value stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

IShares MSCI EAFE Value ETF EFV constructs a well-diversified, market-cap-weighted portfolio of cheaper stocks from foreign developed markets at a low cost. The fund accurately represents the contours of its Morningstar Category average despite its narrower geographic scope, accentuating its fee advantage.

by Mo'ath Almahasneh
Rated on Published on

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