(EUFN) iShares MSCI Europe - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642891802 • Financial

EUFN: Banks, Insurance, Investments, Financial Services

The iShares MSCI Europe Financials ETF, traded on the NASDAQ under the ticker EUFN, is designed to track the performance of the financials sector in developed European markets. To achieve this, the fund typically allocates at least 80% of its assets to the component securities of its underlying index, which includes a broad range of financial institutions such as banks, insurance companies, and investment firms. Additionally, it may invest in other securities that have economic characteristics substantially identical to those of the index components, thereby ensuring that the fund's portfolio closely mirrors the index's performance.

The underlying index is a free float-adjusted market capitalization-weighted index, meaning that the weight of each component security is determined by its market capitalization, adjusted for the proportion of shares that are freely available for trading. This approach helps to ensure that the index provides an accurate representation of the financials sector in Europe, without being overly influenced by companies with large market capitalizations but limited public float. The index is designed to measure the combined equity market performance of the financials sector in developed European countries, providing investors with a targeted way to gain exposure to this sector.

As an exchange-traded fund (ETF), EUFN offers investors the benefits of diversification, liquidity, and transparency, along with the flexibility to trade throughout the day. The fund is domiciled in the United States and is listed on the NASDAQ, making it easily accessible to US investors. With its specific focus on the European financials sector, EUFN can be a valuable addition to a portfolio, providing a way to tap into the growth potential of this sector while also helping to manage risk through diversification. The fund's details, including its investment objectives and strategies, can be found on the iShares website at http://www.ishares.com.

In terms of its classification, EUFN is categorized as a financial ETF, given its focus on the financials sector. Its International Securities Identification Number (ISIN) is US4642891802, which can be used to identify the fund in international trading and clearing systems. As with any investment, it's essential for potential investors to carefully review the fund's prospectus and other documentation to ensure that it aligns with their investment goals and risk tolerance. By providing a targeted and diversified exposure to the European financials sector, EUFN can be a useful tool for investors seeking to capitalize on the growth potential of this sector.

Additional Sources for EUFN ETF

EUFN ETF Overview

Market Cap in USD 1,776m
Category Financial
TER 0.51%
IPO / Inception 2010-01-20

EUFN ETF Ratings

Growth 5y 64.7%
Fundamental -
Dividend 71.5%
Rel. Strength Industry -20
Analysts -
Fair Price Momentum 25.99 USD
Fair Price DCF -

EUFN Dividends

Dividend Yield 12m 5.04%
Yield on Cost 5y 8.32%
Annual Growth 5y 38.83%
Payout Consistency 89.7%

EUFN Growth Ratios

Growth Correlation 3m 5.6%
Growth Correlation 12m 88.2%
Growth Correlation 5y 83.9%
CAGR 5y 10.53%
CAGR/Mean DD 5y 0.98
Sharpe Ratio 12m 1.41
Alpha 0.60
Beta 1.03
Volatility 15.74%
Current Volume 171.2k
Average Volume 20d 408.6k
What is the price of EUFN stocks?
As of January 23, 2025, the stock is trading at USD 24.74 with a total of 171,200 shares traded.
Over the past week, the price has changed by +2.61%, over one month by +6.87%, over three months by +3.79% and over the past year by +27.48%.
Is iShares MSCI Europe a good stock to buy?
Yes. Based on ValueRay Analyses, iShares MSCI Europe (NASDAQ:EUFN) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 64.68 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EUFN as of January 2025 is 25.99. This means that EUFN is currently overvalued and has a potential downside of 5.05%.
Is EUFN a buy, sell or hold?
iShares MSCI Europe has no consensus analysts rating.
What are the forecast for EUFN stock price target?
According to ValueRays Forecast Model, EUFN iShares MSCI Europe will be worth about 28.9 in January 2026. The stock is currently trading at 24.74. This means that the stock has a potential upside of +16.94%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 28.9 16.9%