iShares
IE00B5WHFQ43
IE00B5WHFQ43
iShares MSCI Mexico Capped UCITS ETF
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About this ETF

The iShares MSCI Mexico Capped UCITS ETF (Acc) seeks to track the MSCI Mexico Capped index. The MSCI Mexico Capped index tracks large and mid cap stocks in Mexico. Index concentration is limited by maximum weights for sector, geography and constituents.

TER
0.65%

Total Expense Ratio per year

Fund Size
€111.65M

Assets under management

Holdings
21

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
12.89
Weighted Fwd P/E
14.85
💰 Revenue Estimates
Current Year CY
+7.99% ⌀ 12 Analysts Coverage
Next Year NY
+5.11% ⌀ 11 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+25.49% ⌀ 7 Analysts Coverage
Next Year NY
+5.62% ⌀ 7 Analysts Coverage

Related ETFs

Xtrackers
XMEX.L • Xtrackers
Xtrackers MSCI Mexico UCITS ETF 1C
649.13 GBp
TER 0.65% 1Y +15.7%
ETF Profile
Provider
iShares
 iShares
Fund Type
ETF
Type
Passive
Inception Date
08/25/2010 (16 yrs)
Index Group
MSCI Mexico
Index
MSCI Mexico Capped
Region
-
Country
Mexico
Sector
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
48/100 Moderate
Diversification Score
48/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🔴 Low analyst coverage (6.9 analysts, higher growth estimate uncertainty)
🔴 Extreme top 10 holdings concentration: 79% of fund in top 10 positions.
🔴 High single-country risk: 100% of portfolio in "Mexico".
⚠️ Elevated emerging markets risk: 100% Emerging Markets.
⚠️ Sector concentration: 32% in "Basic Materials".
🔴 High Commodity Concentration: 32% of fund depends directly on volatile energy and raw material markets.
⚠️ Elevated Economic Cyclicality: 57% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 45% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 42% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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