Morningstar

iShares MSCI World UCITS ETF USD (Dist) IDWR ETF Analysis

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

Morningstar’s Analysis IDWR

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

  • People Pillar

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

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

This broad and well-diversified fund is a sensible option to hold during a full market cycle. IShares Core MSCI World ETF offers a strong passive approach to global equity investing, providing exposure to large-cap stocks across 23 developed markets that together represent about 85% of the developed-market universe. The fund has historically delivered strong performance, consistently outperforming the majority of its category peers despite its relatively high expense ratio. The challenges faced by active managers in the highly efficient US market, which accounts for roughly two-thirds of the global equity space, have further underscored the advantages of passive funds like this one.

by Eugene Gorbatikov
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