SCJiShares MSCI Japan Small-Cap ETF

Grow my money18y track recordRanked #908 of 2,960 in this goal

Seeks to track the investment results of an index composed of small-capitalization Japanese equities.

By iShares · Launched 2007

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$245M

#2,146 of 5,562 · mid-size

Return (1Y)Goal

+32.0%

Track Record

18 years

#565 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,796+28.0%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Asia pacific

Cap

Small

Strategy

Index tracking

Factor

Size

Index tracked

MSCI Japan Small Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 6.3% of fund✓ well diversified

BlackRock Funds III

0.9%

Shimizu Corp

0.7%

Ibiden Co Ltd

0.7%

Tokyo Electric Power Co Holdings Inc

0.6%

Resonac Holdings Corp

0.6%

Niterra Co Ltd

0.6%

Toyo Suisan Kaisha Ltd

0.5%

Mitsui Kinzoku Co Ltd

0.5%

Shizuoka Financial Group Inc

0.5%

BayCurrent Inc

0.5%

Asset allocation

Stocks

99.0%

Cash

0.9%

By sector

Industrials

27.0%

Consumer Cyclical

15.2%

Technology

13.9%

Financial Services

10.0%

Basic Materials

9.3%

Real Estate

7.7%

Consumer Defensive

6.3%

Healthcare

5.3%

Other

5.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.4%Moderate

Year-on-year price swings

Max drawdown

-37.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.86Decent risk-adjusted returns

Sortino (3Y)

1.27Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of small-capitalization Japanese equities.
Strategy: Tracks the MSCI Japan Small Cap Index, measuring performance of Japanese small-cap companies. Invests primarily in component securities, aiming for low turnover and better after-tax performance compared to actively managed funds.
Inception date: December 20, 2007
Fund family: iShares