Ishares Msci Poland Etf Profile
| EPOL Etf | USD 28.79 0.36 1.23% |
PerformanceSolid
| Odds Of DistressLow
|
IShares MSCI is selling for 28.79 as of the 20th of March 2025. This is a 1.23 percent decrease since the beginning of the trading day. The etf's lowest day price was 28.59. IShares MSCI has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares MSCI Poland
Moving together with IShares Etf
| 0.96 | EWU | iShares MSCI United | PairCorr |
| 0.76 | EWY | iShares MSCI South | PairCorr |
| 0.97 | EWL | iShares MSCI Switzerland | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | iShares Trust - iShares MSCI Poland ETF |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Miscellaneous Region, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2010-05-25 |
| Benchmark | MSCI Poland IMI 25/50 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 241.16 Million |
| Average Trading Valume | 451,265 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Emerging Markets |
| Region | Europe |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 40.0 |
| Market Maker | Old Mission |
| Total Expense | 0.59 |
| Management Fee | 0.59 |
| Country Name | USA |
| Returns Y T D | 39.67 |
| Name | iShares MSCI Poland ETF |
| Currency Code | USD |
| Open Figi | BBG000QYG6S5 |
| In Threey Volatility | 31.89 |
| 1y Volatility | 19.09 |
| 200 Day M A | 23.6923 |
| 50 Day M A | 24.662 |
| Code | EPOL |
| Updated At | 19th of March 2025 |
| Currency Name | US Dollar |
iShares MSCI Poland [EPOL] is traded in USA and was established 2010-05-25. The fund is listed under Miscellaneous Region category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares MSCI Poland currently have 112.4 M in assets under management (AUM). , while the total return for the last 3 years was 20.5%.
Check IShares MSCI Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares MSCI Poland Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares MSCI Poland Currency Exposure
iShares MSCI Poland holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares MSCI will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares MSCI Poland.
Top iShares MSCI Poland Etf Constituents
| OTGLF | CD Projekt SA | Pink Sheet | Communication Services | |
| PWZYF | Powszechny Zaklad Ubezpieczen | OTC Stock | US OTC Stock | |
| PSZKF | Powszechna Kasa Oszczednosci | Pink Sheet | Banks—Regional | |
| PPOEF | PGE Polska Grupa | Pink Sheet | US Pink Sheet | |
| PEO | Adams Natural Resources | Fund | Asset Management | |
| ALE | Allete Inc | Stock | Utilities | |
| DNP | Dnp Select Income | Fund | Asset Management | |
| CPS | Cooper Stnd | Stock | Consumer Discretionary |
IShares MSCI Top Holders
| NAVIX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity | |
| NAVAX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity | |
| ICCNX | Dynamic International Opportunity | Mutual Fund | Foreign Large Blend | |
| ICCIX | Dynamic International Opportunity | Mutual Fund | Foreign Large Blend | |
| DWCR | Arrow DWA Tactical | Etf | Foreign Large Blend |
iShares MSCI Poland Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares MSCI. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.2254 | |||
| Jensen Alpha | 0.4996 | |||
| Total Risk Alpha | 0.6026 | |||
| Sortino Ratio | 0.3151 |
IShares MSCI Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares MSCI Poland. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of iShares MSCI Poland is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares MSCI's value that differs from its market value or its book value, called intrinsic value, which is IShares MSCI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares MSCI's market value can be influenced by many factors that don't directly affect IShares MSCI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares MSCI's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares MSCI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares MSCI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.