EPUiShares MSCI Peru ETF
EPU Fund Description
EPU tracks a market-cap-weighted index of Peruvian firms.
EPU Factset Analytics Insight
EPU offers adequate and broad exposure to Peru given the constraints as an emerging market and its diversification needs. The index includes securities that are classified in Peru according to the MSCI’s country classification, together with companies that are headquartered or listed in Peru and those that carry out the majority of their operations in the country. The fund holds a portfolio that meets the IRS's diversification requirements by applying the MSCI 25/50 Index methodology, such that no group entity exceeds 25% of index weight and the aggregate weight of issuers with over 5% weight in the index are capped at 50% weight of the portfolio. The index is rebalanced quarterly.
EPU Portfolio Data
EPU Index Data
EPU Portfolio Management
EPU Tax Exposures
EPU Fund Structure
EPU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EPU. EPU is rated a 2 out of 5.
EPU Sector/Industry Breakdown
EPU Economic Development
EPU Performance Statistics
EPU Benchmark Comparison Summary
EPU Benchmark Comparison Market Cap Size