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EPOL - Poland Ishares MSCI ETF

Poland Ishares MSCI ETF logoThe iShares MSCI Poland ETF (EPOL) is an exchange-traded fund that seeks to track the investment results of the MSCI Poland Index, which is designed to measure the performance of the large and mid-cap segments of the Polish market. The fund has been designed for investors seeking to gain exposure to the Polish equity market.

As of March 23, 2023, EPOL has 47 holdings with a total net asset value of approximately $328.5 million. The fund's largest holdings include CD Projekt SA, PKO Bank Polski SA, PGE Polska Grupa Energetyczna SA, PKN ORLEN SA, and KGHM Polska Miedz SA.

The sector allocation of the fund is primarily focused on energy, financials, and materials. The top three sectors make up over 60% of the portfolio, with the rest of the sectors making up less than 10% each.

In terms of performance, EPOL has had a strong run over the past year, returning 49.3% to investors. However, the fund has had a more challenging time over the past five years, with a return of only 9.1%. The fund's expense ratio is 0.62%, which is higher than the average for an ETF.

Investors interested in EPOL should keep in mind that investing in a single country ETF carries a higher level of risk compared to more diversified funds. This is because the performance of the fund will be closely tied to the economic and political conditions in Poland. Additionally, EPOL is exposed to currency risk since its underlying investments are denominated in Polish zloty.




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