Price
2,934.83
+1.37%
USD | Apr 1 3:37 PM GMT-5
Morningstar Developed Markets Europe Financial Services
Portfolio Key: 1325432
The index measures the performance of companies that provide financial services which includes banks, savings and loans, asset management companies, credit services, investment brokerage firms, and insurance companies. This Index does not incorporate Environmental, Social, or Governance (ESG) criteria.
Morningstar Developed Markets Europe Financial Services GR USD
Open Price
2,934.83
Constituent Total Market Cap
2.7 Tril
Day Range
2,934.83 - 2,934.83
Year Range
2,070.40 - 3,005.30
Index Overview
SecId
F00000YKXN
Inception Date
Apr 25, 2017
Performance Start Date
Jun 30, 1998
Asset Class
Equity
Theme
Beta
Family Name
Morningstar Equity Sector and Industry
Region/Country
Europe
Market Dev Level
Developed
Weighting Scheme
Market Capitalization Free Float Adjusted
Reconstitution Frequency
Semi Annually
Rebalance Frequency
Quarterly
Rebalance Date
—
Performance
10 Years Returns
Performance
Growth of 10,000
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
| 2015 | 2017 | 2019 | 2021 | 2023 | YTD |
Manager Change : Full Partial
Trailing Returns
Total Return %
|
1-Day
|
1-Week
|
1-Month
|
3-Month
|
YTD
|
1-Year
|
3-Year
|
5-Year
|
10-Year
|
15-Year
|
|---|---|---|---|---|---|---|---|---|---|---|
| Investment | 1.37 | -2.20 | 5.10 | 22.92 | 22.92 | 35.62 | 21.64 | 25.32 | 7.63 | 6.26 |
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