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EUFN - ETF AI Analysis
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iShares MSCI Europe Financials ETF (EUFN)
Rating:58Neutral
Price Target:
$36.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Banco Santander and UniCredit SpA, have shown strong year-to-date performance, supporting the ETF's overall returns.
Geographic Diversification in Europe
The ETF invests across multiple European countries, reducing reliance on any single economy.
Reasonable Expense Ratio
The ETF's expense ratio is competitive for its category, helping investors retain more of their returns.
Negative Factors
Sector Over-Concentration
Nearly 80% of the ETF is allocated to financials, making it highly sensitive to sector-specific risks.
Weak Short-Term Performance
The ETF has experienced a slight decline in the past month, which may concern investors looking for steady growth.
Limited Non-European Exposure
With only 6% exposure to U.S. companies, the ETF lacks significant global diversification outside of Europe.
EUFN vs. SPDR S&P 500 ETF (SPY)
AUM4.15B
RegionEurope
Expense Ratio0.48%
Beta0.72
IssueriShares
Inception DateJan 20, 2010
Dividend Yield3.83%
Asset ClassEquity
Index TrackedMSCI Europe / Financials -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,070,341
30 Day Avg. Volume1,192,182
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering86
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUFN Summary
The iShares MSCI Europe Financials ETF (EUFN) is an investment fund that focuses on the financial sector in developed European markets. It includes companies like Allianz and Banco Santander, which are major players in banking, insurance, and financial services. This ETF tracks the MSCI Europe Financials Index, giving investors exposure to Europe's financial institutions. Someone might consider investing in EUFN to diversify their portfolio and potentially benefit from Europe's economic recovery and growth. However, it’s important to know that this ETF is heavily tied to the financial sector, meaning its performance can be impacted by changes in the European economy or financial regulations.
How much will it cost me?The iShares MSCI Europe Financials ETF (EUFN) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific sector and requires more active management compared to broad-market index funds.
What would affect this ETF?The EUFN ETF, focused on Europe's financial sector, could benefit from economic recovery in developed European markets, increased lending activity, and growth in insurance and banking services. However, potential risks include regulatory changes in the financial sector, economic slowdowns in Europe, or rising interest rates that could impact borrowing and lending dynamics. Its concentrated exposure to financial institutions like Allianz and Banco Santander makes it sensitive to sector-specific trends and broader economic conditions in the region.
EUFN Top 10 Holdings
The iShares MSCI Europe Financials ETF is heavily anchored in Europe’s financial sector, with banks like Banco Bilbao Vizcaya Argentaria (BBVA) and UniCredit SpA providing a steady lift thanks to strong earnings and attractive valuations. However, UBS Group AG and BNP Paribas have been dragging the fund’s performance, facing mixed signals and bearish momentum. Insurance giants like Allianz and Zurich Insurance Group add stability, though their short-term trends are less inspiring. With its concentrated focus on financials, this ETF is a bet on Europe’s economic recovery, but some names are struggling to keep pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Allianz | 5.39% | $219.52M | €139.24B | 25.40% | 67 Neutral | |
| Banco Santander | 5.06% | $206.26M | €135.32B | 103.15% | 73 Outperform | |
| UBS Group AG | 4.02% | $163.85M | $120.48B | 19.40% | 73 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.94% | $160.70M | €104.11B | 93.41% | 77 Outperform | |
| Zurich Insurance Group | 3.42% | $139.18M | CHF80.55B | 22.27% | 78 Outperform | |
| UniCredit SpA | 3.41% | $138.99M | €99.71B | 80.71% | 75 Outperform | |
| Intesa Sanpaolo SpA | 3.07% | $124.99M | €99.49B | 52.52% | 76 Outperform | |
| Munich Reinsurance | 2.71% | $110.42M | €70.63B | 12.86% | 71 Outperform | |
| BNP Paribas | 2.63% | $107.15M | €75.39B | 12.78% | 64 Neutral | |
| AXA SA | 2.60% | $105.90M | €79.97B | 11.60% | 75 Outperform |
EUFN Technical Analysis
Negative
―
Price Trends
34.00
Negative
33.45
Positive
30.99
Positive
Market Momentum
0.15
Positive
41.99
Neutral
29.15
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUFN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.10, equal to the 50-day MA of 34.00, and equal to the 200-day MA of 30.99, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 41.99 is Neutral, neither overbought nor oversold. The STOCH value of 29.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EUFN.
EUFN Peer Comparison
Comparison Results
Performance Comparison
EUFN
iShares MSCI Europe Financials ETF
33.50
10.96
48.62%
EUAD
Select STOXX Europe Aerospace & Defense ETF
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WDEF
WisdomTree Europe Defense Fund
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HSBH
HSBC Holdings plc ADRhedged
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SHEH
Shell plc ADRhedged
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NVOH
Novo Nordisk A/S (B Shares) ADRhedged
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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