 The
iShares MSCI Peru ETF (EPU) is an exchange-traded fund that tracks the
MSCI Peru Investable Market Index. The index is designed to measure
the performance of publicly traded companies that are headquartered in
Peru or have a significant portion of their operations in the country.
EPU provides exposure to the Peruvian equity market, which is composed
of a variety of sectors such as financials, materials, energy, and
consumer staples.
The fund was launched on June 23, 2009, and
has an expense ratio of 0.59%. It has total net assets of
approximately $364 million and invests primarily in large-cap
companies with a focus on the financial, mining, and energy sectors.
As of March 23, 2023, the fund had 23 holdings, with its top five
holdings being Buenaventura Mining Co Inc, Credicorp Ltd, Southern
Copper Corp, Ferreycorp S.A.A., and Grupo Mexico S.A.B. de C.V.
EPU has provided investors with a total return of -12.51% over the
past year, -7.25% over the past three years, and 10.23% over the past
five years. It is important to note that EPU is a niche fund and may
be subject to higher volatility and risks associated with investing in
emerging markets. Additionally, changes in government policies,
currency fluctuations, and commodity prices can also affect the
performance of the fund.
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