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EWZ:NYSE Arca

iShares MSCI Brazil Capped ETF – EWZ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
42.750.00 (0.00%)38.00 - 54.56393.0 thousand (Below Avg)

Market data as of 12:00AM 10/30/14. Quotes are delayed by at least 15 min.

Overview - EWZ

The investment seeks to track the investment results of an index composed of Brazilian equities. The fund seeks to track the investment results of the MSCI Brazil 25/50 Index (the "underlying index"), which consists of stocks traded primarily on the BM&FBOVESPA (the Brazilian exchange). BFA uses a representative sampling indexing strategy to manage the fund. It generally invests at least 95% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The fund is non-diversified.

Open--
Previous Close42.75
Day's Range-- - --
Avg Volume (10 Day)49.0M
Total Assets$5.10B
Expense Ratio0.61%
Yield (Trailing 12 Mo.)3.56%
Fund Inception07/10/2000

Trailing Total Returns - EWZ

as of 09/30/2014
TimeframeEWZS&P 500Latin America Stock
1 Month-18.84%-1.40%-14.90%
3 Month-9.07%1.13%-9.06%
Year-to-Date0.01%8.34%-3.51%
1 Year-5.79%19.73%-8.87%
3 Year-3.08%22.99%-1.32%
5 Year-5.22%15.70%-2.21%
10 Year12.35%8.11%12.90%
Since Inception8.65%10.63%--

Stock Sector Allocation - EWZ

as of 09/30/2014
Basic Materials
 
8.17%
Consumer Cyclical
 
5.02%
Financial Services
 
30.07%
Real Estate
 
2.60%
Consumer Defensive
 
25.33%
Healthcare
 
1.08%
Utilities
 
4.00%
Communication Services
 
1.76%
Energy
 
9.86%
Industrials
 
7.09%
Technology
 
5.03%

Top Ten Holdings - EWZ

as of 09/30/2014
CompanyYTD Return% of Assets
Itau Unibanco Holding S.A.--8.56%
Petroleo Brasileiro SA Petrobras--6.86%
Ambev SA--6.68%
Banco Bradesco Sa Brad--6.52%
Petroleo Brasileiro SA Petrobras--4.39%
BRF SA--4.00%
Vale SA Pfd Shs -A---3.81%
Cielo SA--2.99%
Vale SA1.65%2.69%
Kroton Educacional SA--2.21%

Valuation & Growth - EWZ

as of 09/30/2014
ValuationEWZCategory Range
Price/Earnings18.34
Price/Book1.80
Price/Sales1.47
Price/Cash Flow9.65
Dividend Yield3.67
LT Earnings13.16
Historical Earnings-0.16
Sales Growth9.63
Cash-Flow Growth5.17
Book-Value Growth5.44
Key:  Lo 
 Hi

Morningstar Summary - EWZ, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskHigh
ReturnLow
Key:  Lo 
 Hi

Risk Analysis - EWZ, 3 Year

Beta1.59
Standard Deviation28.28
Alpha-18.64
Sharpe Ratio0.02
Mean0.72
R-Squared65.34

Tax Analysis - EWZ, 3 Year Avg

Pretax Return-3.08%
Tax-adjusted Return-3.97%
Tax Cost Ratio0.92%
Potential Cap Gains-11.14%

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