EPOLiShares MSCI Poland ETF
EPOL Fund Description
EPOL tracks a market-cap-weighted index of the broader Polish equity market.
EPOL Factset Analytics Insight
EPOL aims to capture the concentrated nature of the Polish equity market as it tracks a broad index that selects and weights its constituents by market-cap. Though, as an emerging market, many of Poland's largest firms are considered midcaps by global standards. A cap of 25% per issuer is also used to meet diversification requirements. The fund uses a representative sampling method, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. The index is rebalanced quarterly.
EPOL MSCI ESG Analytics Insight
iShares MSCI Poland ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.42 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares MSCI Poland ETF ranks in the 15th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EPOL MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EPOL Portfolio Data
EPOL Index 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 3 out of 5.
EPOL Sector/Industry Breakdown
EPOL Top 10 Holdings[View All]
EPOL Economic Development
EPOL Performance Statistics
EPOL MSCI ESG Ratings
EPOL Benchmark Comparison Summary
EPOL Benchmark Comparison Market Cap Size