The BlackRock-advised Funds EEMS issuer seeks to replicate the performance of the MSCI Emerging Markets Small Cap Index, which encompasses small-cap companies across 23 emerging market countries. With a notable presence in the industrials and technology sectors, the fund employs an indexing approach, refraining from attempting to outperform the index it tracks. Instead, it focuses on achieving lower costs and better after-tax performance by minimizing portfolio turnover. Utilizing a representative sampling indexing strategy, the fund invests in a selection of securities mirroring the characteristics of the underlying index, while also allowing for investments in futures, options, and swap contracts to enhance tracking. Moreover, the fund may lend securities representing up to one-third of its total assets. The industry concentration policy ensures alignment with the index's industry distribution. Sponsored by MSCI Inc., the Index Provider determines the composition and relative weightings of the securities in the Underlying Index, fostering transparency and reliability in tracking its performance.
EEMS Dividend, a constituent of the BlackRock-advised Funds, focuses on delivering income through dividends while tracking the MSCI Emerging Markets Small Cap Index. This fund targets small-cap companies across 23 emerging market countries, with a significant presence in the industrials and technology sectors. Utilizing an indexing approach, EEMS Dividend aims to replicate the performance of its underlying index rather than actively attempting to beat it, thereby prioritizing cost-efficiency and after-tax returns. Employing a representative sampling indexing strategy, the fund invests in a diversified portfolio of securities that mirror the characteristics of the underlying index. Additionally, EEMS Dividend may utilize futures, options, and swap contracts to enhance its dividend strategy and overall performance. With a commitment to transparency and reliability, the fund is sponsored by MSCI Inc., ensuring that it aligns closely with the index's composition and objectives.
EEMS Tracking, part of the BlackRock-advised Funds, is designed to closely follow the performance of the MSCI Emerging Markets Small Cap Index. This fund targets small-capitalization companies across 23 emerging market countries, with a notable presence in industries like industrials and technology. Employing an indexing approach, EEMS Tracking aims to replicate the returns of its underlying index rather than actively attempting to outperform it. By utilizing a representative sampling indexing strategy, the fund invests in a diversified portfolio of securities that collectively mirror the characteristics of the underlying index. Additionally, EEMS Tracking may utilize various financial instruments, including futures, options, and swap contracts, to enhance its tracking ability and overall performance. Sponsored by MSCI Inc., the Index Provider, the fund benefits from the transparency and reliability of the index's composition and methodology, ensuring investors can trust its ability to accurately track the index's movements.
EEMS Correlation, within the suite of BlackRock-advised Funds, is engineered to closely correlate with the MSCI Emerging Markets Small Cap Index. This fund strategically targets small-cap companies across 23 emerging market nations, with notable emphasis on sectors such as industrials and technology. Employing a meticulous indexing methodology, EEMS Correlation seeks to mirror the performance of its underlying index rather than actively pursuing outperformance. Through a representative sampling indexing strategy, the fund constructs a diversified portfolio of securities that collectively mimic the characteristics of the underlying index. Furthermore, EEMS Correlation may utilize a variety of financial instruments, including futures, options, and swap contracts, to fine-tune its correlation with the index and enhance overall performance. Sponsored by MSCI Inc., the Index Provider, the fund benefits from the transparency and integrity of the index's composition and methodology, ensuring investors can rely on its ability to maintain a close correlation with the index's movements.
EEMS Sector, forming a part of the BlackRock-advised Funds, is structured to focus on specific sectors within the MSCI Emerging Markets Small Cap Index. This fund strategically targets small-capitalization companies across 23 emerging market nations, with particular emphasis on sectors such as industrials and technology. Employing a targeted sector-based approach, EEMS Sector aims to replicate the performance of its underlying index within specific industry segments rather than actively pursuing broad market outperformance. Through meticulous indexing strategies, the fund constructs a diversified portfolio of securities concentrated within chosen sectors, mirroring the composition of the underlying index. Additionally, EEMS Sector may utilize a variety of financial instruments, including futures, options, and swap contracts, to enhance its exposure to chosen sectors and optimize performance. Sponsored by MSCI Inc., the Index Provider, the fund benefits from the transparency and reliability of the index's sectoral composition and methodology, ensuring investors can trust its ability to align closely with sector-specific movements within the broader emerging market landscape.
EEMS Exposure, part of the BlackRock-advised Funds, is meticulously crafted to provide targeted exposure to specific segments of the MSCI Emerging Markets Small Cap Index. This fund strategically hones in on small-cap companies across 23 emerging market nations, offering investors a focused approach to capturing opportunities within select sectors. Leveraging a precise indexing strategy, EEMS Exposure aims to replicate the performance of its underlying index with precision, allowing investors to gain exposure to chosen segments of the market rather than seeking broad market outperformance. Through a carefully curated portfolio of securities, the fund mirrors the composition of the underlying index, providing investors with access to the desired market segments. Additionally, EEMS Exposure may utilize various financial instruments, including futures, options, and swap contracts, to optimize exposure and enhance overall performance. Sponsored by MSCI Inc., the Index Provider, the fund ensures transparency and reliability in its tracking methodology, enabling investors to capitalize on specific market segments within the emerging market landscape with confidence.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min readVTI VS VWO are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
4 min readRSX VS RUSL are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
5 min readThe EEMS ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
