Key stats
About iShares MSCI Intl Size Factor ETF
Expense ratio
0.30%
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Inception date
Jun 16, 2015
ISZE provides total market international exposure thats flipped on its head. The funds novel weighting method allocates larger positions to the smallest firms from its large- and mid-cap parent index. ISZE resembles an equal-weighted portfolio with a slight boost given to smaller firms. In addition to this small-size tilt, inverse weighting is likely to produce significant sector tilts relative to the parent index. The funds top holdings can change often as market movements and corporate actions push smaller mid-cap firms in and out of the large/mid universe, and the contrarian strategy requires ISZE to sell winners and buy losers at each semi-annual rebalance. Prior to December 3, 2018, ISZE tracked an index of international stocks weighted to favor low-volatility issues. This is a complementary fund to SIZE, which utilizes the same strategy in the US space.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region