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Should You Invest in the iShares MSCI Europe Financials ETF (EUFN)?
ZACKS· 2025-07-10 11:21
Core Insights - The iShares MSCI Europe Financials ETF (EUFN) is a passively managed ETF launched on January 20, 2010, providing broad exposure to the Financials sector in Europe [1] - EUFN has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - Sponsored by Blackrock, EUFN has over $4.07 billion in assets, making it one of the largest ETFs in the Financials sector [3] - The ETF aims to match the performance of the MSCI Europe Financials Index, which measures the equity market performance of the financial sector in developed European countries [4] Cost Structure - The annual operating expenses for EUFN are 0.48%, which is competitive within its peer group [5] - The ETF has a 12-month trailing dividend yield of 3.95% [5] Holdings and Diversification - EUFN's top holdings include HSBC Holdings Plc (7.44% of total assets), Allianz, and Banco Santander Sa [6] - The top 10 holdings account for approximately 40.36% of total assets under management [7] Performance Metrics - As of July 10, 2025, EUFN has increased by about 43% year-to-date and approximately 48.81% over the past year [8] - The fund has traded between $21.54 and $32.51 in the last 52 weeks, with a beta of 0.94 and a standard deviation of 20.25% over the trailing three-year period, indicating medium risk [8] Alternatives - EUFN carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials sector [9] - Other alternatives include the Vanguard Financials ETF (VFH) and the Financial Select Sector SPDR ETF (XLF), with VFH having $12.56 billion in assets and XLF at $50.50 billion [10]
T. ROWE PRICE ADDS THREE NEW TRANSPARENT SECTOR OFFERINGS TO ITS ACTIVE ETF ROSTER
Prnewswire· 2025-06-12 14:05
The T. Rowe Price Financials ETF, Health Care ETF and Natural Resources ETF began trading today and expanded the firm's ETF lineup to 22BALTIMORE, June 12, 2025 /PRNewswire/ -- T. Rowe Price (NASDAQ-GS: TROW), a global investment management firm, announced today the addition of three new active transparent equity exchange-traded funds (ETF): T. Rowe Price Financials ETF (Ticker: TFNS), T. Rowe Price Health Care ETF (Ticker: TMED), and T. Rowe Price Natural Resources ETF (Ticker: TURF). The new funds began t ...
Telefonica Brasil SA (VIV) 管理层会议纪要
Morgan Stanley· 2025-06-10 10:45
June 10, 2025 03:49 AM GMT Telefonica Brasil SA | Latin America M Idea Management Meeting Notes VIV highlighted a broad-based strategy to sustain FCF growth that could drive upside to our numbers. Key Takeaways VIV highlighted 5 pillars to boost FCF: 1) ARPU uplift, 2) Churn reduction, 3) Regulatory tailwinds, 4) Leasing cost optimization, and 5) Lower CAPEX intensity. We hosted a webcast with VIV senior management and present our takes below (key charts on the Appendix ). Product initiatives: VIV highlight ...