EPP
iShares MSCI Pacific ex-Japan ETFEPP Fund Description
EPP tracks a market-cap-weighted index of companies in the Pacific region, excluding Japan. The fund primarily holds companies from Australia, Hong Kong, New Zealand and Singapore.
EPP Factset Analytics Insight
If you're looking for broad, cheap, and liquid exposure to the Developed Asia-Pacific market, without Japan, look no further than EPP—our Analyst Pick for the segment. While it diverges from our benchmark by excluding most small-caps and therefore tilting large, EPP's overall sector and geographic exposures look market-like. South Korea is excluded by rule as the index (like our benchmark) classifies it as emerging, not developed. Overall, EPP does a great job of capturing the developed economies of Asia outside Japan. In terms of Tradability it reigns supreme despite a large creation unit size, thanks to good underlying liquidity and heavy daily trading activity. Its expense ratio falls in line with the segment and tracks well, while receiving a bit of extra revenue from securities lending in exchange for slight counterparty risk. With great liquidity, tracking, and segment exposure, EPP is an easy Analyst Pick.
EPP MSCI ESG Analytics Insight
iShares MSCI Pacific ex-Japan ETF has an MSCI ESG Fund Rating of A based on a score of 6.65 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 Pacific ex-Japan ETF ranks in the 80th percentile within its peer group and in the 95th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EPP 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.
EPP Charts And Performance
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EPP Summary Data
EPP Portfolio Data
EPP Index Data
EPP Portfolio Management
EPP Tax Exposures
EPP Fund Structure
EPP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPP. EPP is rated a 5 out of 5.
EPP Tradability
EPP Sector/Industry Breakdown
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EPP Top 10 Holdings[View All]
EPP Countries
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EPP Regions
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EPP Economic Development
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EPP Performance Statistics
EPP MSCI ESG Ratings
EPP Benchmark Comparison Summary
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EPP Benchmark Comparison Market Cap Size
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