EPOL
iShares MSCI Poland ETFEPOL Fund Description
The iShares MSCI Poland ETF tracks a market-cap-weighted index of the broader Polish equity market.
EPOL Factset Analytics Insight
EPOL accurately captures the concentrated nature of the Polish equity market as it tracks a variation of our benchmark index. As an emerging market, many of Poland's largest firms are considered midcaps by global standards, and over half of EPOL's assets are invested in the top 10 companies. EPOL's industry allocations are just about spot-on with those of our benchmark: financials represent a huge share of the portfolio, while technology, industrials and consumer non-cyclicals together make up less than 10% of total holdings. As long as investors use limit orders, EPOL can be traded fairly at retail volumes, with small spreads. Unfortunately, larger trades risk impacting underlying prices. Holding costs are low with EPOL. While its fee is comparable to peers in the space, EPOL is a clear Efficiency winner as it tracks its index by markedly less than its fee.
EPOL MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of November 14, 2018 the iShares MSCI Poland ETF MSCI ESG Fund Quality Score is 4.68 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. EPOL ranks in the 0th percentile within its peer group and in the 22nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
EPOL CHARTS AND PERFORMANCE
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EPOL Top 10 Countries
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EPOL Top 10 Holdings [View All]
EPOL Summary Data
EPOL Portfolio Data
EPOL Portfolio Management
EPOL Tax Exposures
EPOL Fund Structure
EPOL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPOL. EPOL is rated a 2 out of 5.
EPOL Tradability
EPOL Sector/Industry Breakdown
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EPOL TOP 10 HOLDINGS[View All]
EPOL Countries
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EPOL Economic Development
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EPOL Performance Statistics
EPOL MSCI ESG Ratings
EPOL BENCHMARK COMPARISON SUMMARY
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EPOL BENCHMARK COMPARISON MARKET CAP SIZE
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.