iShares MSCI Poland ETF
EPOL

$23.87

0%

Market Cap: $302M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

4% more capital invested

Capital invested by funds: $209M [Q1] → $216M (+$7.57M) [Q2]

0% more funds holding

Funds holding: 71 [Q1] → 71 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

27.57% less ownership

Funds ownership: 90.24% [Q1] → 62.68% (-27.57%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for EPOL.

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Financial journalist opinion

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US equities have outperformed the rest of the world for a long time now. While the US is up 58% on a total return basis during the current bull market, the rest of the world is up 13.5 percentage points less at +44.5%. Looking at the international dividend ETF over a longer time frame, over the last five years, it's up 20.6% in price and more than double that on a total return basis.

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EPOL: Seek Alternatives Elsewhere

iShares MSCI Poland ETF offers a 4.4% dividend yield but has a high expense ratio of 0.59%, compared to 0.07% for other emerging market funds. EPOL's portfolio is heavily weighted towards cyclical sectors (68.2%) and has minimal exposure to growth sectors like technology, limiting its long-term growth potential. Despite improving business confidence and manufacturing PMI, Poland's economy remains weak, impacting EPOL's performance, which has significantly underperformed the S&P 500 index.

EPOL: Seek Alternatives Elsewhere

EPOL: The Only ETF For Investing In Poland

iShares MSCI Poland ETF (EPOL) offers targeted exposure to Poland's equities market with a unique sector breakdown. EPOL has outperformed broader Europe ETF since October 2022, but both funds have performed similarly over the past year. EPOL provides potential upside in Poland's financial services sector, but may be too top-heavy and lacks exposure to Technology and Healthcare sectors.

EPOL: The Only ETF For Investing In Poland

EPOL: A Matter Of The PLN

Wage growth in Poland means inflation will be higher for longer, meaning rates will be higher for longer. But inflation has still come down nicely so far. This is good for the PLN, and it's good for financials for now, before cost of deposits rises. Expense ratios are a little high, but PEs are very solid at 7.6x, and another year of income growth seems all but guaranteed.

EPOL: A Matter Of The PLN

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EPOL: PKO Legal Issues Subsiding

iShares MSCI Poland ETF is a slightly more expensive ETF focused on value-weighted exposures in the Polish market. The performance of the Polish Zloty is important for this ETF, and it has been struggling recently due to factors that should now be in the rear view. Legal risks in the Polish banking sector are subsiding, but there are still concerns about inflation and EPOL is a complex allocation overall.

EPOL: PKO Legal Issues Subsiding

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