IEFA:ARCA-iShares Core MSCI EAFE (USD)

ETF | Foreign Large Blend | NYSE Arca

Last Closing

USD 73.81

Change

0.00 (0.00)%

Market Cap

USD 13.92B

Volume

7.53M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI EAFE IMI composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East.

Inception Date: 18/10/2012

Primary Benchmark: MSCI EAFE IMI NR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.12%

Management Expense Ratio: 0.08 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-09 )

Largest Industry Peers for Foreign Large Blend

ETFs Containing IEFA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Foreign Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.92% 50% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.92% 50% F 32% F
Trailing 12 Months  
Capital Gain 14.54% 67% D+ 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.54% 67% D+ 38% F
Trailing 5 Years  
Capital Gain 15.17% 83% B 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.17% 83% B 43% F
Average Annual (5 Year Horizon)  
Capital Gain 6.80% 100% F 65% D
Dividend Return 8.61% 67% D+ 70% C-
Total Return 1.81% 50% F 64% D
Risk Return Profile  
Volatility (Standard Deviation) 17.81% 50% F 24% F
Risk Adjusted Return 48.34% 83% B 47% F
Market Capitalization 13.92B 100% F 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.