IShares MSCI EAFE International Index should do well over the long run. It captures a large portion of the overseas stock market in a cost-effective way. While cheaper than many funds in the category, the A and P share classes no longer have the same low fee edge that they once did. As a result, we are downgrading their Morningstar Analyst Ratings to Bronze from Silver, while the relatively inexpensive K and Institutional share classes retain their Silver ratings.
iShares MSCI EAFE Intl Idx Instl MAIIX
NAV / 1-Day Return
15.08
/
0.66
%
Total Assets
8.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.090%
Expense Ratio
0.090%
Fee Level
Low
Longest Manager Tenure
5.80
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000,000
Status
Open
TTM Yield
3.00%
Turnover
8%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MAIIX 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 MAIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MAIIX 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 MAIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Well-diversified exposure to foreign developed markets.
