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iShares MSCI Brazil Capped ETF – EWZ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
32.601.23 (+3.92%)28.82 - 54.5617.8 million (Above Avg)

Market data as of 12:54PM 04/01/15. Quotes are delayed by at least 15 min.

Overview - EWZ

The investment seeks to track the investment results of the MSCI Brazil 25/50 Index. The underlying index consists of stocks traded primarily on the BM&FBOVESPA (the Brazilian exchange). It 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 exceed 50% of the underlying index weight. The fund generally invests at least 95% of its assets in the securities of its underlying index and in DRs representing securities in its underlying index. It is non-diversified.

Previous Close31.37
Day's Range31.96 - 32.63
Avg Volume (10 Day)18.3M
Total Assets$3.56B
Expense Ratio0.62%
Yield (Trailing 12 Mo.)3.92%
Fund Inception07/10/2000

Trailing Total Returns - EWZ

as of 02/28/2015
TimeframeEWZS&P 500Latin America Stock
1 Month2.50%5.75%2.72%
3 Month-14.55%2.31%-15.01%
1 Year-11.29%15.51%-13.74%
3 Year-17.57%18.00%-15.66%
5 Year-9.72%16.18%-7.96%
10 Year6.58%7.99%7.53%
Since Inception6.93%10.71%--

Stock Sector Allocation - EWZ

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - EWZ

as of 02/28/2015
CompanyYTD Return% of Assets
Itau Unibanco Holding S.A.--10.30%
Ambev SA--8.66%
Banco Bradesco Sa Brad--7.96%
BRF SA--4.43%
Petroleo Brasileiro SA Petrobras--3.90%
Cielo SA0.00%3.53%
Vale SA Pfd Shs -A---3.28%
Itausa Investimentos ITAƚ S.A.--2.90%
Petroleo Brasileiro SA Petrobras--2.59%
Ultrapar Participacoes SA0.00%2.41%

Valuation & Growth - EWZ

as of 02/28/2015
ValuationEWZCategory Range
Price/Cash Flow8.44
Dividend Yield3.97
LT Earnings12.29
Historical Earnings7.97
Sales Growth8.84
Cash-Flow Growth-1.47
Book-Value Growth5.88
Key:  Lo 

Morningstar Summary - EWZ, 3 Year

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

Risk Analysis - EWZ, 3 Year

Standard Deviation24.40
Sharpe Ratio-0.66

Tax Analysis - EWZ, 3 Year Avg

Pretax Return-17.57%
Tax-adjusted Return-18.40%
Tax Cost Ratio1.02%
Potential Cap Gains-38.94%

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