EWJiShares MSCI Japan ETF

Grow my money30y track recordRanked #221 of 2,960 in this goal

Tracks the investment results of an index composed of Japanese equities.

By iShares · Launched 1996

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$21.3B

#141 of 5,562 · large

Return (1Y)Goal

+38.9%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,738+37.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Japan Index

What it actually holds

By weight

Concentration

Top 10 holdings = 28.3% of fund✓ well diversified

TOYOTA MOTOR CORPORATION

4.2%

Sony Group Corporation

4.0%

Mitsubishi UFJ Financial Group, Inc.

4.0%

Hitachi, Ltd.

3.2%

Sumitomo Mitsui Financial Group, Inc.

2.4%

SoftBank Group Corp.

2.3%

ADVANTEST CORPORATION

2.2%

Nintendo Co., Ltd.

2.1%

Tokyo Electron Limited

2.0%

Mizuho Financial Group, Inc.

1.9%

Asset allocation

Stocks

99.1%

Cash

0.9%

By sector

Industrials

24.5%

Technology

21.7%

Financial Services

17.0%

Consumer Cyclical

11.9%

Communication

8.9%

Healthcare

5.5%

Basic Materials

3.4%

Consumer Defensive

3.3%

Other

3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.3%High

Year-on-year price swings

Max drawdown

-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.79Decent risk-adjusted returns

Sortino (3Y)

1.15Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of an index composed of Japanese equities.
Strategy: Tracks the MSCI Japan Index, measuring large- and mid-cap segments of the Japanese equity market. Invests primarily in component securities, using representative sampling to maintain similar investment characteristics. Aims for lower costs and better after-tax performance.
Inception date: March 12, 1996
Fund family: iShares