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iShares Currency Hedged MSCI Emerging Markets ETF HEEM ETF Analysis

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Morningstar’s Analysis HEEM

Will HEEM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HEEM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HEEM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HEEM’s parent organization’s priorities and whether they’re in line with investors’ interests.

Associate Analyst Madeleine Black

Madeleine Black

Associate Analyst

Summary

Large- to mid-cap exposure to emerging-markets equities. IShares MSCI Emerging Markets ETF offers investors a comprehensive and cost-effective way to tap into the emerging-markets equity space. It closely tracks the MSCI Emerging Markets Index, which comprises approximately 1,200-1,400 stocks across 24 countries, providing a broad representation of the emerging-markets landscape. The fund has become particularly notable for its increasing concentration in Chinese equities. This is largely attributable to the phased inclusion of China A-shares since 2018, making China a significant portion of the index. Other major country allocations include Taiwan, India, and South Korea.

by Madeleine Black
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