EWZiShares MSCI Brazil ETF

Grow my money25y track recordRanked #331 of 2,960 in this goal

Seeks to track the investment results of an index composed of Brazilian equities.

By iShares · Launched 2000

Annual Cost

0.59%

#3,001 of 5,562 · average

Fund Size

$10.2B

#269 of 5,562 · large

Return (1Y)Goal

+25.4%

Track Record

25 years

#97 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,277+32.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Latin america

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Brazil 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 57.4% of fundmoderately concentrated

NU Holdings Ltd/Cayman Islands

12.4%

Vale SA

9.5%

Itau Unibanco Holding SA

8.7%

Petroleo Brasileiro SA - Petrobras

5.6%

Petroleo Brasileiro SA - Petrobras

4.9%

Banco Bradesco SA

3.8%

B3 SA - Brasil Bolsa Balcao

3.3%

Axia Energia

3.2%

WEG SA

3.1%

Cia de Saneamento Basico do Estado de Sao Paulo SABESP

2.9%

Asset allocation

Stocks

98.1%

Cash

1.1%

Preferred

0.8%

By sector

Financial Services

33.4%

Energy

16.7%

Basic Materials

15.3%

Utilities

12.8%

Industrials

11.0%

Consumer Defensive

4.6%

Healthcare

2.3%

Communication

2.1%

Other

1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

25.1%High

Year-on-year price swings

Max drawdown

-57.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.31Below average

Sortino (3Y)

0.43Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of Brazilian equities.
Strategy: Tracks the MSCI Brazil 25/50 Index, a free float-adjusted market capitalization-weighted index measuring large- and mid-cap segments of the Brazilian equity market. The Fund invests at least 80% of its assets in the index components and uses a representative sampling strategy to manage the Fund.
Inception date: July 10, 2000
Fund family: iShares