iShares MSCI Buy Hold or Sell Recommendation

SCZ -- USA Etf  

USD 63.09  0.26  0.41%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding iShares MSCI EAFE Small Cap ETF is 'Hold'. Macroaxis provides iShares MSCI buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCZ positions. The advice algorithm takes into account all of iShares MSCI EAFE available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SCZ buy-and-hold prospective. Also please take a look at iShares MSCI Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell iShares MSCIBuy iShares MSCI
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon iShares MSCI EAFE Small Cap ETF has a risk adjusted performance of 0.0578, jensen alpha of 0.0721, total risk alpha of 0.17, sortino ratio of 0.16 and treynor ratio of 3.33
Macroaxis provides unbiased buy or sell advice on iShares MSCI that should be used to complement current analysts and expert consensus on iShares MSCI EAFE. Our recommendation engine determines the etf potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Please utilize iShares MSCI EAFE Small Cap ETF Total Asset and Equity Positions Weight to make buy, hold, or sell decision on iShares MSCI EAFE.

iShares MSCI Returns Distribution Density

Mean Return0.08Value At Risk0.92
Potential Upside1.08Standard Deviation0.65
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Jones Financial Companies LllpFund Units12.4 M771.5 M

iShares MSCI Greeks

α
Alpha over DOW
=0.07
β
Beta against DOW=0.02
σ
Overall volatility
=0.59
Ir
Information ratio =0.15

iShares MSCI Volatility Alert

iShares MSCI EAFE Small Cap ETF exhibits very low volatility with skewness of 0.24 and kurtosis of -0.42. However, we advise investors to further study iShares MSCI EAFE Small Cap ETF technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare iShares MSCI to competition

iShares MSCI Fundamental Vs Peers

FundamentalsiShares MSCIPeer Average
Price to Earning14.99 times8.24 times
Price to Book1.35 times0.97 times
Price to Sales0.76 times0.72 times
One Year Return11.08 % (1.25) %
Three Year Return9.81 % 2.26 %
Five Year Return11.10 % 0.20 %
Ten Year Return6.32 % 0.29 %
Net Asset10.57 B888.73 M
Equity Positions Weight98.63 % 49.22 %

iShares MSCI Alerts

Trading Alerts and Improvement Suggestions

iShares MSCI EAFE generates negative expected return over the last 30 days
The fund maintains 98.63% of its assets in stocks
Also please take a look at iShares MSCI Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool. Please also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
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