EWIiShares MSCI Italy ETF

Grow my money30y track recordRanked #485 of 2,960 in this goal

Seeks to track the investment results of an index composed of Italian equities.

By iShares · Launched 1996

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$661M

#1,367 of 5,562 · large

Return (1Y)Goal

+35.3%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,291+42.9%

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 Italy 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 68.4% of fundconcentrated

UNICREDIT, SOCIETA PER AZIONI

14.2%

INTESA SANPAOLO SPA

12.4%

ENEL - SPA

11.0%

Ferrari N.V.

6.0%

ASSICURAZIONI GENERALI SOCIETA PER AZIONI

4.6%

PRYSMIAN S.P.A.

4.6%

ENI S.P.A.

4.5%

LEONARDO - SOCIETA PER AZIONI

3.9%

Stellantis N.V.

3.8%

BPER BANCA S.P.A.

3.2%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Financial Services

47.9%

Utilities

18.0%

Industrials

11.1%

Consumer Cyclical

9.8%

Energy

7.4%

Communication

2.5%

Healthcare

1.4%

Basic Materials

1.1%

Other

1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.4%Moderate

Year-on-year price swings

Max drawdown

-43.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.31Strong risk-adjusted returns

Sortino (3Y)

1.95Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of Italian equities.
Strategy: Tracks the MSCI Italy 25/50 Index, a market capitalization-weighted index measuring large- and mid-cap Italian equities. Uses representative sampling to manage the Fund, investing at least 80% of assets in the Index's component securities.
Inception date: March 12, 1996
Fund family: iShares