iShares MSCI Poland ETFEPOL
EPOL
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
94% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 16
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% less funds holding
Funds holding: 71 [Q2] → 70 (-1) [Q3]
9.19% less ownership
Funds ownership: 66.89% [Q2] → 57.69% (-9.19%) [Q3]
23% less capital invested
Capital invested by funds: $231M [Q2] → $177M (-$53.9M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EPOL.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
EPOL: The Surging Dollar Weighs, But Value Remains
The iShares MSCI Poland ETF is rated a buy due to its low 7.1x P/E ratio and strong 21% EPS growth rate. Despite recent underperformance and high volatility, EPOL offers significant income potential with a 5.0% yield and a diversified sector exposure. The fund faces risks from currency fluctuations and sector concentration, particularly in Financials, but has technical support above $20.
Neutral
Seeking Alpha
3 months ago
Highest And Lowest Country ETF Dividend Yields
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.
Positive
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
6 months ago
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.
Positive
Seeking Alpha
9 months ago
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.
Positive
Zacks Investment Research
10 months ago
4 Best ETFs of Record-Breaking Last Week
While Nvidia's ascent and strong earnings reports have buoyed investor confidence, ongoing developments in monetary policy and economic data will continue to shape market sentiment in the weeks and months ahead.
Neutral
Seeking Alpha
1 year ago
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.
Positive
Zacks Investment Research
1 year ago
5 Best Investing Areas of Q4 & Their Top ETFs
Wall Street is ending the fourth quarter on a sweet note. After a Downbeat October 2023, stocks surged in November and December on the hopes of Fed rate cuts in 2024.
Positive
Zacks Investment Research
1 year ago
6 Country ETFs that Topped S&P 500 in 2023
Although the S&P 500 has offered a sturdy performance this year, a few country ETFs have beaten the S&P 500 this year.
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