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Morningstar

iShares MSCI EMU Small Cap ETF EUR Acc CSEMUS

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

Morningstar’s Analysis CSEMUS

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

  • People Pillar

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

Despite its size bias, the fund offers the most comprehensive passive exposure to eurozone small caps.

Senior Analyst Kenneth Lamont

Kenneth Lamont

Senior Analyst

Summary

The iShares MSCI EMU Small Cap ETF's strengths lie in its fee relative to eurozone small-cap equity Morningstar Category peers, breadth of exposure, and a lack of strong actively managed alternatives. This said, the fee remains too high for a vanilla market-cap offering, and nearly identical peers are available for less.

by Kenneth Lamont
Rated on Published on

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Portfolio Holdings CSEMUS

More CSEMUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Banco de Sabadell SA

1.72 13.2 Mil
Financial Services

CTS Eventim AG & Co. KGaA

1.08 8.3 Mil
Communication Services

Bankinter SA

1.02 7.8 Mil
Financial Services

SPIE SA

0.99 7.6 Mil
Industrials

Gaztransport et technigaz SA

0.98 7.5 Mil
Energy

SCOR SE Act. Prov. Regpt.

0.97 7.4 Mil
Financial Services

BPER Banca SpA

0.96 7.4 Mil
Financial Services

Aalberts NV

0.92 7.0 Mil
Industrials

Arcadis NV

0.91 6.9 Mil
Industrials

Bawag Group AG Ordinary Shares

0.89 6.8 Mil
Financial Services