iShares MSCI Buy Hold or Sell Recommendation

SCZ -- USA Etf  

USD 54.25  0.75  1.40%

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

Analyst Consensus

Not Available
For the selected time horizon iShares MSCI EAFE Small Cap ETF has a risk adjusted performance of (0.22), jensen alpha of (0.21), total risk alpha of (0.06), sortino ratio of 0.0 and treynor ratio of 3.62
Macroaxis buy or sell recommendation module provides unbiased buy or sell advice that can be used to complement current average analyst sentiment on iShares MSCI EAFE. Our buy or sell recommendation engine ##verb4## current market data to analyse the entity potential to grow from the prospective of investors 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 Return0.19Value At Risk2.44
Potential Upside1.60Standard Deviation1.21
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Jones Financial Companies LllpFund Units13.2 M822.2 M

iShares MSCI Greeks

α
Alpha over DOW
=0.21
β
Beta against DOW=0.06
σ
Overall volatility
=1.23
Ir
Information ratio =0.03

iShares MSCI Volatility Alert

iShares MSCI EAFE Small Cap ETF exhibits very low volatility with skewness of -0.33 and kurtosis of -0.03. 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 Earning14.99X8.24X
Price to Book1.35X0.97X
Price to Sales0.76X0.72X
One Year Return(9.49)% (1.25)%
Three Year Return6.26% 2.26%
Five Year Return4.89% 0.20%
Ten Year Return11.89% 0.29%
Net Asset9.07B888.73M
Equity Positions Weight98.50% 49.22%

iShares MSCI Market Momentum

iShares MSCI Alerts

Trading Alerts and Improvement Suggestions

iShares MSCI EAFE generates negative expected return over the last 30 days
The fund maintains 98.5% 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 Companies Directory module to evaluate performance of over 100,000 stocks, funds, and etfs against different fundamentals.
Search macroaxis.com