2024 Morningstar performance scz

Morningstar performance scz

Author: rfpw

August undefined, 2024

WebThe performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Top 5 Issuers 6 More AS OF … WebApr 19, 2024 · The current portfolio value is calculated to be $11.57 Bil, only including common equities, preferred equities, ETFs, options and warrants for equities. The turnover rate is 2%. iShares MSCI EAFE Small-Cap ETF (SCZ)'s Total Assets is $12.74 Bil , Total Liabilities is $1.10 Bil , Net Assets is $11.64 Bil .

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WebJul 7, 2024 · The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics … WebApr 11, 2024 · The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance … barber 360 guardian

iShares MSCI EAFE Small-Cap ETF (SCZ) Stock Price, Holdings, …

WebMay 9, 2024 · SCZ – Performance – iShares MSCI EAFE Small-Cap ETF Morningstar iShares MSCI EAFE Small-Cap ETF SCZ Performance Morningstar Analyst Rating … WebApr 11, 2024 · The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will … WebMorningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. barber 360

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WebAug 16, 2015 · Morningstar, and must be setup in coordination with the Morningstar Direct Cloud technology team. Batch processing is generally recommended for large-volume, regular-frequency data loads. For certain smaller-volume loads, the interactive Import utility within Morningstar Direct Cloud is recommended. barber38WebPerformance Overview 1.10% YTD Daily Total Return -9.53% 1-Year Daily Total Return 18.81% 3-Year Daily Total Return Trailing Returns (%) Vs. Benchmarks Monthly Total Returns VB Category YTD... barber3828

"WebNov 2, 2024 · Summary. SCZ invests in international small-caps. The forward return profile is probably circa 10%, which is good, but the fund is too internationally diversified to offer strong out-performance ... " - Morningstar performance scz

Morningstar performance scz

Looking at International Small-Cap ETFs - Yahoo Finance

WebJul 7, 2024 · SCZ is listed as: # 5 in Foreign Small/Mid Blend SEE ALL ETF RATINGS 4.4 Scorecard GoodCosts TypicalTracking Error TypicalBid/Ask Ratio ExcellentHoldings Diversity HOW WE RANK BEST FIT FUNDS... WebNov 5, 1997 · Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility.

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WebCurrent performance may be higher or lower than the performance data quoted. Top 10 Holdings 6 More AS OF 12/31/2024 50.62% of Total Portfolio MSFT Microsoft Corp 10.96% MA Mastercard Inc Class A 6.99% AAPL Apple Inc 5.77% WDAY Workday Inc Class A 4.59% AMZN Amazon.com Inc 4.48% DE Deere & Co 4.04% ABBV AbbVie Inc 3.60% TJX TJX … WebiShares MSCI EAFE Small-Cap ETF (SCZ) Stock Price, News, Quote & History - Yahoo Finance U.S. markets closed S&P 500 Dow 30 33,586.52 +101.23(+0.30%) Nasdaq 12,084.36 -3.60(-0.03%) Russell 2000...

WebMorningstar Average -2.59 12.62 4.91 4.77 -10.09 -10.09 3.91 Performance data shown represents past performance which is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. WebBenchmarks. Monthly Total Returns SCZ Category. YTD -21.05%5.37%. 1-Month 0.45%2.55%. 3-Month 1.77%8.24%. 1-Year -19.43%11.56%. 3-Year 0.10%4.13%. 5-Year …

WebMar 31, 2024 · Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a … WebFund price for HSBC Midcap Fund Growth along with Morningstar ratings and research, long term fund performance and charts

WebFeb 28, 2024 · Performance 2 AS OF 2/28/2024 *AS OF 3/22/2024; Value is cumulative YTD (Daily)* + 2.94% Average Annual Returns 1 Yr -7.73% 3 Yrs + 12.12% 5 Yrs + 9.79% 10 Yrs + 12.19% Summary Performance & Risk Ratings Composition Fees & Distributions View All Tabs Major Market Sectors 3 AS OF 2/28/2024 Portfolio Weight Large Blend Technology …

WebMay 9, 2024 · The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCZ’s performance objective and investment process is for both security … suppe afrika rezeptWebSep 5, 2024 · VSS is the worst-performing member of the trio with a 2024 loss of 3.1%. “With respect to performance, SCZ’s historic risk-adjusted return was among the best in the foreign small/mid-blend... barber 34953WebPerformance Reports - Morningstar, Inc. barber 365WebiShares MSCI EAFE Small-Cap ETF SCZ: NASDAQ . Last Price Today's Change Today's Volume : Prospectus. ETF Report Card. $53.49 +0.67 (1.27%) 1,656,656 Below Avg. As of close 07/15/2024: Summary; News; Charts; Performance; Portfolio; Opinions / Analysis ... MSCI ACWI Ex USA NR USD $17,843. Broad-Based Index. Foreign Small/Mid Blend … barber383WebThe performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. Summary Performance & Risk … barber 36199WebApr 12, 2024 · Review the MSCI methodologies behind Sustainability Characteristics using the links below. MSCI ESG Fund Rating (AAA-CCC) as of Feb 07, 2024 AAA. MSCI ESG % Coverage as of Feb 07, 2024 99.67%. MSCI ESG Quality Score (0-10) as of Feb 07, 2024 8.6. MSCI ESG Quality Score - Peer Percentile as of Feb 07, 2024 46.51%. suppe brokkoliWebSep 6, 2024 · Morningstar rates three U.S.-listed exchange-traded funds that target international small-cap stocks, and earlier this year the Morningstar Analyst Ratings for all three changed. iShares MSCI EAFE Small-Cap ETF ( SCZ) dipped to Neutral from Bronze, Schwab International Small-Cap Equity ETF ( SCHC) improved to Bronze from Neutral, and … barber 383