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iShares MSCI EAFE Small-Cap ETF – SCZ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
50.760.52 (+1.04%)43.36 - 52.612.1 million (Above Avg)

Market data as of 3:59PM 07/29/16. Quotes are delayed by at least 15 min.

Overview - SCZ

The investment seeks to track the investment results of the MSCI EAFE Small Cap Index composed of small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index represents the small-cap segment of the MSCI EAFE IMI Index.

Previous Close50.24
Day's Range50.63 - 50.94
Avg Volume (10 Day)981.6K
Total Assets$5.62B
Expense Ratio0.40%
Yield (Trailing 12 Mo.)2.30%
Fund Inception12/10/2007

Trailing Total Returns - SCZ

as of 06/30/2016
TimeframeSCZS&P 500Foreign Small/Mid Blend
1 Month-5.23%0.26%-4.56%
3 Month-2.57%2.46%-1.68%
1 Year-3.77%3.99%-4.60%
3 Year7.04%11.66%5.73%
5 Year4.96%12.10%3.12%
10 Year--7.42%--
Since Inception2.03%10.45%--

Stock Sector Allocation - SCZ

as of 06/30/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - SCZ

as of 06/30/2016
CompanyYTD Return% of Assets
Informa PLC--0.34%
LEG Immobilien AG--0.32%
Halma PLC--0.31%
Wirecard AG--0.30%
Teleperformance SE--0.28%
Fisher & Paykel Healthcare Corp Ltd--0.28%
Kobayashi Pharmaceutical Co Ltd--0.27%
Rightmove PLC--0.27%
Smurfit Kappa Group PLC--0.27%
Rentokil Initial PLC--0.26%

Valuation & Growth - SCZ

as of 06/30/2016
ValuationSCZCategory Range
Price/Cash Flow8.30
Dividend Yield2.8
LT Earnings13.46
Historical Earnings13.25
Sales Growth-12.42
Cash-Flow Growth-24.18
Book-Value Growth-0.13
Key:  Lo 

Morningstar Summary - SCZ, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Risk Analysis - SCZ, 3 Year

Standard Deviation12.85
Sharpe Ratio0.59

Tax Analysis - SCZ, 3 Year Avg

Pretax Return7.04%
Tax-adjusted Return6.16%
Tax Cost Ratio0.82%
Potential Cap Gains1.34%

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