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iShares MSCI EAFE Small-Cap ETF – SCZ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
50.420.24 (+0.48%)45.40 - 53.9947.9 thousand (Below Avg)

Market data as of 10:11AM 11/30/15. Quotes are delayed by at least 15 min.

Overview - SCZ

The investment seeks to track the investment results of an index composed of small-capitalization developed market equities, excluding the U.S. and Canada. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI EAFE Small Cap Index (the "underlying index"), which represents the small-cap segment of the MSCI EAFE Index.

Previous Close50.18
Day's Range50.35 - 50.44
Avg Volume (10 Day)605.3K
Total Assets$5.16B
Expense Ratio0.40%
Yield (Trailing 12 Mo.)2.47%
Fund Inception12/10/2007

Trailing Total Returns - SCZ

as of 10/31/2015
TimeframeSCZS&P 500Foreign Small/Mid Blend
1 Month5.81%8.44%5.59%
3 Month-2.26%-0.63%-2.81%
1 Year7.89%5.20%4.44%
3 Year11.79%16.20%9.32%
5 Year7.86%14.33%5.78%
10 Year--7.85%--
Since Inception2.52%10.55%--

Stock Sector Allocation - SCZ

as of 10/31/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - SCZ

as of 10/31/2015
CompanyYTD Return% of Assets
Wirecard AG--0.40%
Provident Financial PLC--0.39%
Nippon Shinyaku Co Ltd--0.39%
DCC PLC--0.36%
Kaken Pharmaceutical Co Ltd--0.34%
Smurfit Kappa Group PLC--0.34%
Chr Hansen Holding AS--0.32%
Rightmove PLC--0.32%
Galenica AG--0.32%
Berkeley Group Holdings (The) PLC--0.31%

Valuation & Growth - SCZ

as of 10/31/2015
ValuationSCZCategory Range
Price/Cash Flow8.76
Dividend Yield2.61
LT Earnings12.7
Historical Earnings13.17
Sales Growth-25.56
Cash-Flow Growth-6.1
Book-Value Growth-12.78
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 Deviation11.54
Sharpe Ratio1.02

Tax Analysis - SCZ, 3 Year Avg

Pretax Return11.79%
Tax-adjusted Return10.88%
Tax Cost Ratio0.82%
Potential Cap Gains6.43%

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