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EUFN - ETF AI Analysis
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iShares MSCI Europe Financials ETF (EUFN)
Rating:58Neutral
Price Target:―
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for investors.
Broad European Financial Exposure
Holdings spread across major European markets like the UK, Spain, Germany, Italy, France, and Switzerland provide regional diversification within the financial sector.
Several Strong Top Holdings
A number of the largest positions, including major European banks and financial groups, have shown generally strong year-to-date performance, helping support the ETF’s recent results.
Negative Factors
High Sector Concentration
With the vast majority of assets in financial companies, the fund is heavily exposed to downturns in the financial sector.
Mixed Performance Among Top Holdings
Some key holdings have shown weak or negative year-to-date performance, which can drag on the fund even when others are doing well.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for a passive ETF, which means more of the returns are eaten up by fees over time.
EUFN Historical Chart
AUM3.64B
RegionEurope
Expense Ratio0.48%
Beta0.80
IssueriShares
Inception DateJan 20, 2010
Dividend Yield3.94%
Asset ClassEquity
Index TrackedMSCI Europe / Financials -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,592,514
30 Day Avg. Volume1,854,146
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
40.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering83
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUFN Summary
The iShares MSCI Europe Financials ETF (EUFN) is a fund that follows the MSCI Europe Financials Index, focusing on major European financial companies like Banco Santander and Allianz. It mainly holds banks and insurance firms across countries such as the UK, Spain, Germany, and France, giving investors a simple way to invest in Europe’s financial sector in one trade. Someone might consider EUFN for potential growth if European economies strengthen and for diversification beyond U.S. markets. However, this ETF is heavily tied to financial stocks, so its value can rise or fall sharply with changes in interest rates, bank profits, and the overall market.
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
EUFN is essentially a bet on Europe’s big banks, with names like Santander, BNP Paribas, UniCredit, and ING doing much of the heavy lifting as their shares have been rising in recent months. BNP in particular has been a bright spot, helping to pull the fund higher. On the flip side, UBS and BBVA have been more mixed lately, occasionally putting sand in the gears. With nearly all exposure in developed European financials and a tilt toward large banks and insurers, this ETF is highly concentrated in one region and one sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Banco Santander | 5.26% | $187.25M | €139.93B | 57.31% | 73 Outperform | |
| Allianz | 5.07% | $180.76M | €134.10B | 0.55% | 67 Neutral | |
| UBS Group AG | 3.87% | $138.01M | $113.77B | 12.86% | 73 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 3.87% | $137.76M | €102.56B | 39.92% | 76 Outperform | |
| UniCredit SpA | 3.34% | $119.18M | €95.76B | 24.32% | 75 Outperform | |
| Zurich Insurance Group | 3.28% | $117.00M | CHF80.39B | -0.33% | 78 Outperform | |
| BNP Paribas | 3.21% | $114.23M | €93.77B | 11.91% | 77 Outperform | |
| Intesa Sanpaolo SpA | 2.70% | $96.13M | €89.36B | 7.50% | 76 Outperform | |
| Munich Reinsurance | 2.64% | $94.19M | €70.23B | -7.26% | 71 Outperform | |
| ING GROEP | 2.47% | $87.84M | €63.77B | 20.39% | 61 Neutral |
EUFN Technical Analysis
Negative
―
Price Trends
37.19
Negative
35.85
Negative
34.09
Negative
Market Momentum
-0.86
Positive
29.71
Positive
14.61
Positive
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 36.38, equal to the 50-day MA of 37.19, and equal to the 200-day MA of 34.09, indicating a bearish trend. The MACD of -0.86 indicates Positive momentum. The RSI at 29.71 is Positive, neither overbought nor oversold. The STOCH value of 14.61 is Positive, 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
33.67
5.68
20.29%
PBEU
Portfolio Building Block European Banks Index ETF
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―
―
WDEF
WisdomTree Europe Defense Fund
―
―
―
SHEH
Shell plc ADRhedged
―
―
―
NVOH
Novo Nordisk A/S (B Shares) ADRhedged
―
―
―
HSBH
HSBC Holdings plc 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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