Morningstar

iShares OMX Stockholm Capped UCITS ETF OM3X

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

Morningstar’s Analysis OM3X

Will OM3X outperform in the 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 OM3X’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OM3X 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 OM3X’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares OMX Stockholm Capped ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OM3X

More OM3X Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Investor AB Class B

6.96 148M
Financial Services

Atlas Copco AB Class A

6.06 129M
Industrials

Volvo AB Class B

5.74 122M
Industrials

Swedbank AB Class A

4.53 96M
Financial Services

ABB Ltd

4.26 90M
Industrials

Sandvik AB

4.26 90M
Industrials

Skandinaviska Enskilda Banken AB Class A

4.11 87M
Financial Services

Assa Abloy AB Class B

3.89 83M
Industrials

Atlas Copco AB Class B

3.11 66M
Industrials

Telefonaktiebolaget L M Ericsson Class B

3.02 64M
Technology

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