(EPOL) MSCI Poland - Overview
ETF Category: Focused Region | Exchange: NYSE ARCA (USA) | Market Cap: 624m USD | Total Return: 35.9% in 12m
TER: 0.59%
Avg Turnover: 13.9M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The iShares MSCI Poland ETF (EPOL) tracks the investment results of an index composed of large-, mid-, and small-capitalization Polish equities. The fund utilizes a free float-adjusted market capitalization-weighting methodology, allocating at least 80% of its assets to underlying index securities and up to 20% in derivatives or liquid assets. As a non-diversified fund, it maintains concentrated exposure to the Polish economy rather than spreading risk across multiple regions.
The Polish equity market is heavily weighted toward the Financials and Energy sectors, often featuring state-controlled enterprises and major regional banking institutions. This sector composition makes the fund sensitive to local regulatory changes and European interest rate cycles. Investors can use ValueRay to further analyze how these specific sector weightings impact the funds risk profile.
- Polish zloty exchange rate fluctuations against the US dollar impact net asset value
- Financial sector profitability depends on National Bank of Poland interest rate policy
- European Union energy transition mandates increase operational costs for heavy industrial holdings
- Geopolitical stability in Eastern Europe dictates foreign direct investment inflows and risk premiums
- Domestic consumer spending levels drive revenue for retail and telecommunications index components
Over the past week, the price has changed by +0.45%, over one month by -1.49%, over three months by +5.13% and over the past year by +35.87%.
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