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iShares MSCI Switzerland Capped ETF – EWL ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
28.65-0.22 (-0.76%)27.96 - 36.181.2 million (Below Avg)

Market data as of 3:59PM 02/05/16. Quotes are delayed by at least 15 min.

Overview - EWL

The investment seeks to track the investment results of the MSCI Switzerland 25/50 Index. The fund will at all times invest at least 80% of its assets in the securities of its underlying index and in depositary receipts representing securities in its underlying index. The underlying index is a free float-adjusted market capitalization-weighted index with a capping methodology applied to issuer weights so that no single issuer of a component exceeds 25% of the underlying index weight, and all issuers with weight above 5% do not cumulatively exceed 50% of the underlying index weight. The fund is non-diversified.

Previous Close28.87
Day's Range28.61 - 28.95
Avg Volume (10 Day)1.7M
Total Assets$1.15B
Expense Ratio0.48%
Yield (Trailing 12 Mo.)2.77%
Fund Inception03/12/1996

Trailing Total Returns - EWL

as of 01/31/2016
TimeframeEWLS&P 500Miscellaneous Region
1 Month-7.27%-4.96%5.67%
3 Month-9.27%-6.18%-1.96%
1 Year-7.00%-0.67%-6.14%
3 Year2.58%11.30%2.53%
5 Year5.61%10.91%4.33%
10 Year5.54%6.48%5.87%
Since Inception6.34%10.33%--

Stock Sector Allocation - EWL

as of 01/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Utilities 0.00%
Communication Services
Technology 0.00%

Top Ten Holdings - EWL

as of 01/31/2016
CompanyYTD Return% of Assets
Nestle SA--18.12%
Novartis AG--14.32%
Roche Holding AG Dividend Right Cert.--13.96%
UBS Group AG--4.08%
ABB Ltd--3.64%
Syngenta AG--3.43%
Swiss Re AG--3.36%
Zurich Insurance Group AG--3.30%
Credit Suisse Group AG--3.14%

Valuation & Growth - EWL

as of 01/31/2016
ValuationEWLCategory Range
Price/Cash Flow14.51
Dividend Yield3.43
LT Earnings6.98
Historical Earnings8.01
Sales Growth2.78
Cash-Flow Growth-7.54
Book-Value Growth7.08
Key:  Lo 

Morningstar Summary - EWL, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Risk Analysis - EWL, 3 Year

Standard Deviation12.41
Sharpe Ratio0.26

Tax Analysis - EWL, 3 Year Avg

Pretax Return2.58%
Tax-adjusted Return2.04%
Tax Cost Ratio0.53%
Potential Cap Gains-19.13%

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