EFNLiShares MSCI Finland ETF

Grow my money14y track recordRanked #1,403 of 2,960 in this goal

Seeks to track the investment results of a broad-based index composed of Finnish equities.

By iShares · Launched 2012

Annual Cost

0.53%

#2,737 of 5,562 · average

Fund Size

$57M

#3,446 of 5,562 · mid-size

Return (1Y)Goal

+37.9%

Track Record

14 years

#963 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,452+34.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Finland IMI 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 71.2% of fundconcentrated

Nordea Bank Abp

20.4%

Nokia Oyj

11.9%

Sampo Oyj

10.4%

Wartsila Oyj Abp

4.8%

KONE Oyj

4.6%

UPM-Kymmene Oyj

4.4%

Metso Oyj

4.3%

Fortum Oyj

3.8%

Neste Oyj

3.4%

Orion Oyj

3.2%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Financial Services

25.2%

Technology

24.1%

Industrials

20.4%

Basic Materials

6.5%

Consumer Cyclical

6.2%

Energy

4.3%

Utilities

3.6%

Healthcare

3.6%

Other

6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.5%Moderate

Year-on-year price swings

Max drawdown

-38.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.81Decent risk-adjusted returns

Sortino (3Y)

1.18Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of Finnish equities.
Strategy: Tracks the MSCI Finland IMI 25/50 Index, a free float-adjusted market capitalization-weighted index measuring the performance of Finnish equities across large-, mid-, and small-cap segments. The Fund invests at least 80% of its assets in the Index components and may use representative sampling. It does not seek to outperform the Index and aims to keep portfolio turnover low compared to actively managed funds.
Inception date: January 25, 2012
Fund family: iShares