EWWiShares MSCI Mexico ETF

Grow my money30y track recordRanked #388 of 2,992 in this goal

Tracks the investment results of the MSCI Mexico IMI 25/50 Index.

By iShares · Launched 1996

Annual Cost

0.50%

#2,660 of 5,854 · average

Fund Size

$1.8B

#803 of 5,854 · large

Return (1Y)Goal

+32.0%

Track Record

30 years

#26 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,643+36.4%

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

What's inside

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 = 63.1% of fundconcentrated

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

13.8%

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

10.0%

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

8.0%

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

6.3%

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

5.6%

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

5.2%

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

4.5%

Grupo Aeroportuario del Pacifico, 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.

2.7%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Consumer Defensive

24.6%

Basic Materials

24.1%

Financial Services

19.1%

Industrials

13.6%

Communication

10.4%

Real Estate

6.5%

Consumer Cyclical

1.3%

Healthcare

0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.0%High

Year-on-year price swings

Max drawdown

-53.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.36Below average

Sortino (3Y)

0.51Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the MSCI Mexico IMI 25/50 Index.
Strategy: Invests primarily in Mexican equities, seeking to track the MSCI Mexico IMI 25/50 Index, which measures large-, mid-, and small-cap segments of the equity market in Mexico. Uses a representative sampling indexing strategy to manage the Fund.
Inception date: March 12, 1996
Fund family: iShares