Ishares Msci Eurozone Etf Profile
EZU Etf | USD 51.06 0.23 0.45% |
Performance14 of 100
| Odds Of DistressLess than 30
|
IShares MSCI is selling for under 51.06 as of the 29th of March 2024; that is -0.45 percent down since the beginning of the trading day. The etf's last reported lowest price was 51.0. IShares MSCI has about a 30 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for IShares MSCI Eurozone are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on IShares MSCI Eurozone
Moving together with IShares Etf
0.98 | VGK | Vanguard FTSE Europe | PairCorr |
0.99 | BBEU | JPMorgan BetaBuilders | PairCorr |
0.99 | IEUR | IShares Core MSCI | PairCorr |
0.99 | FEZ | SPDR EURO STOXX | PairCorr |
0.99 | IEV | IShares Europe ETF | PairCorr |
0.96 | HEDJ | WisdomTree Europe Hedged | PairCorr |
Moving against IShares Etf
0.61 | CYB | CYB | PairCorr |
0.58 | YCL | ProShares Ultra Yen | PairCorr |
0.53 | FXY | Invesco CurrencyShares | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares MSCI's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares MSCI or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Chairman | Lee Kranefuss |
Thematic Idea | Broad Equity ETFs (View all Themes) |
Business Concentration | Broad Equity ETFs, Europe Stock, iShares (View all Sectors) |
Issuer | iShares |
Inception Date | 2000-07-25 |
Benchmark | MSCI EMU Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 7.82 Billion |
Average Trading Valume | 2.07 Million |
Asset Type | Equity |
Category | Broad Equity |
Focus | Europe |
Market Concentration | Developed Markets |
Region | Europe |
Administrator | State Street Bank and Trust Company |
Advisor | BlackRock Fund Advisors |
Custodian | State Street Bank and Trust Company |
Distributor | BlackRock Investments, LLC |
Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
Transfer Agent | State Street Bank and Trust Company |
Fiscal Year End | 31-Aug |
Exchange | Cboe BZX Exchange, Inc. |
Number of Constituents | 230 |
Market Maker | Virtu Financial |
Total Expense | 0.52 |
Management Fee | 0.5 |
Country Name | USA |
Returns Y T D | 8.12 |
Name | iShares MSCI Eurozone ETF |
Currency Code | USD |
Open Figi | BBG000CS4KW0 |
In Threey Volatility | 21.67 |
1y Volatility | 17.62 |
200 Day M A | 45.6049 |
50 Day M A | 48.5746 |
Code | EZU |
Updated At | 28th of March 2024 |
Currency Name | US Dollar |
IShares MSCI Eurozone [EZU] is traded in USA and was established 2000-07-25. The fund is classified under Europe Stock category within iShares family. The entity is thematically classified as Broad Equity ETFs. IShares MSCI Eurozone currently have 4.39 B in assets under management (AUM). , while the total return for the last 3 years was 6.0%.
Check IShares MSCI Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as IShares MSCI Eurozone Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
IShares MSCI Eurozone Currency Exposure
IShares MSCI Eurozone holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares MSCI will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in IShares MSCI Eurozone.
Top IShares MSCI Eurozone Etf Constituents
AGS | Ageas SANV | Stock | Insurance—Diversified |
SHL | Siemens Healthineers AG | Stock | Medical Devices |
KBC | KBC Groep NV | Stock | Financials |
AGN | Aegon NV | Stock | Insurance—Diversified |
AMUN | Amundi SA | Stock | Financials |
ELISA | Elisa Oyj | Stock | Communication Services |
FRE | Fresenius SE Co | Stock | Medical Care Facilities |
IShares MSCI Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of IShares MSCI jumping above the current price in 90 days from now is nearly 4.21%. The IShares MSCI Eurozone probability density function shows the probability of IShares MSCI etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.0869 suggesting IShares MSCI Eurozone market returns are related to returns on the market. As the market goes up or down, IShares MSCI is expected to follow. Additionally, iShares MSCI Eurozone has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of IShares MSCI to move above the current price in 90 days from now is nearly 4.21 (This IShares MSCI Eurozone probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares MSCI Top Holders
VTRUX | Voya Target Retirement | Mutual Fund | Target-Date 2060+ |
VRSAX | Voya Retirement Solution | Mutual Fund | Target-Date 2060+ |
VRROX | Voya Target Retirement | Mutual Fund | Target-Date 2060+ |
IISNX | Voya Index Solution | Mutual Fund | Target-Date 2055 |
VSZBX | Voya Index Solution | Mutual Fund | Target-Date 2025 |
VSZEX | Voya Index Solution | Mutual Fund | Target-Date 2040 |
ISEIX | Voya Index Solution | Mutual Fund | Target-Date 2035 |
IShares MSCI Eurozone Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares MSCI market risk premium is the additional return an investor will receive from holding IShares MSCI long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares MSCI's alpha and beta are two of the key measurements used to evaluate IShares MSCI's performance over the market, the standard measures of volatility play an important role as well.
Risk Adjusted Performance | 0.0895 | |||
Jensen Alpha | (0.02) | |||
Total Risk Alpha | (0.06) | |||
Sortino Ratio | (0.02) |
IShares MSCI Against Markets
Picking the right benchmark for IShares MSCI etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares MSCI etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares MSCI is critical whether you are bullish or bearish towards IShares MSCI Eurozone at a given time. Please also check how IShares MSCI's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares MSCI without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy IShares Etf?
Before investing in IShares MSCI, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares MSCI. To buy IShares MSCI etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares MSCI. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares MSCI etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located IShares MSCI Eurozone etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased IShares MSCI Eurozone etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as IShares MSCI Eurozone, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares MSCI guide.
Already Invested in IShares MSCI Eurozone?
The danger of trading IShares MSCI Eurozone is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares MSCI is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares MSCI. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares MSCI Eurozone is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether IShares MSCI Eurozone is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Msci Eurozone Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Msci Eurozone Etf: Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in IShares MSCI Eurozone. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the IShares MSCI Eurozone information on this page should be used as a complementary analysis to other IShares MSCI's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Complementary Tools for IShares Etf analysis
When running IShares MSCI's price analysis, check to measure IShares MSCI's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares MSCI is operating at the current time. Most of IShares MSCI's value examination focuses on studying past and present price action to predict the probability of IShares MSCI's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares MSCI's price. Additionally, you may evaluate how the addition of IShares MSCI to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares MSCI Eurozone is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.