EWWiShares MSCI Mexico ETF

Grow my money30y track recordRanked #356 of 2,960 in this goal

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

By iShares · Launched 1996

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$2.0B

#750 of 5,562 · large

Return (1Y)Goal

+35.8%

Track Record

30 years

#27 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,881+48.8%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Latin america

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Mexico IMI 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 62.1% of fundconcentrated

Grupo Mexico, S.A.B. de C.V.

11.3%

Grupo Financiero Banorte, S.A.B. de C.V.

10.1%

America Movil, S.A.B. de C.V.

8.5%

Wal-Mart de Mexico, S.A.B. de C.V.

6.9%

Fomento Economico Mexicano, S.A.B. de C.V.

6.5%

Cemex, S.A.B. de C.V.

4.6%

Grupo Aeroportuario del Pacifico, S.A.B. de C.V.

4.6%

INDUSTRIAS PENOLES, S.A.B. DE C.V.

4.2%

Grupo Aeroportuario del Sureste, S.A.B. de C.V.

2.8%

Arca Continental, S.A.B. de C.V.

2.6%

Asset allocation

Stocks

98.8%

Cash

1.2%

By sector

Basic Materials

26.2%

Consumer Defensive

23.9%

Financial Services

17.8%

Industrials

12.7%

Communication

9.8%

Real Estate

7.7%

Consumer Cyclical

1.4%

Healthcare

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.7%High

Year-on-year price swings

Max drawdown

-53.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.40Below average

Sortino (3Y)

0.56Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of a broad-based index composed of Mexican equities.
Strategy: Tracks the MSCI Mexico IMI 25/50 Index, a market capitalization-weighted index measuring large-, mid-, and small-cap segments of the Mexican equity market. The Fund invests at least 80% of its assets in the Index components and uses a representative sampling strategy to manage the Fund.
Inception date: March 12, 1996
Fund family: iShares