Morningstar Fund Ratings: Weekly Round-up

ANALYST RATINGS: This week, fund analysts reveal new ratings for iShares ETFs, an upgrade for BlackRock and downgrades for Franklin and Investec

Morningstar Analysts 9 October, 2017 | 11:54AM
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Ratings

iShares China Large Cap ETF USD DistNeutral

Monika Dutt

With an ongoing charge of 0.74%, this iShares ETF is one of the most expensive China equity passive funds in its category. Also, it is not well diversified at the sector and stock level. The FTSE China 50 benchmark is heavily tilted toward the financial sector, accounting for approximately half of the index's total weighting. Individual constituents are capped, but almost 40% of total portfolio value is routinely taken up by the top five constituents. For these reasons, we have awarded it a Morningstar Analyst Rating of Neutral.

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