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Morningstar

iShares MSCI Europe Financials ETF EUFN

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

Morningstar’s Analysis EUFN

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

  • People Pillar

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

iShares MSCI Europe Financials ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EUFN

More EUFN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HSBC Holdings PLC

7.90 110.3 Mil
Financial Services

Allianz SE

5.58 77.9 Mil
Financial Services

UBS Group AG

4.60 64.2 Mil
Financial Services

Banco Santander SA

4.03 56.3 Mil
Financial Services

BNP Paribas Act. Cat.A

3.67 51.3 Mil
Financial Services

Zurich Insurance Group AG

3.64 50.8 Mil
Financial Services

AXA SA

3.33 46.5 Mil
Financial Services

Banco Bilbao Vizcaya Argentaria SA

3.25 45.4 Mil
Financial Services

Munchener Ruckversicherungs-Gesellschaft AG

3.05 42.6 Mil
Financial Services

UniCredit SpA

2.81 39.2 Mil
Financial Services