iShares MSCI All Peru Capped Index Fund (EPU)

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#1

Best Fit Latin American Funds ETFs

U.S. News evaluated 12 Latin American Funds ETFs and 2 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Typical
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Peru Capped Index (the "underlying index"). The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the performance of Peruvian equity securities as well as securities of companies that are headquartered in Peru and have the majority of their operations based in Peru. The fund is non-diversified.

Fund Snapshot Updated 05.21.2013

Previous Close $39.05 Expense Ratio 0.61%
YTD Return 14.8% Avg. 30-Day Volume 244,232
1-Year Return 2.6% Market Cap Loading...
Bid $39.08 Shares Outstanding 7,850,000
Ask $39.13 Dividends $1.48
Top 10 Holdings
Southern Copper Corp (SCCO) 13.01%
Compania De Minas Buenaventura (BVN) 7.64%
Alicorp S.A.A (E:ALICORC1) 5.73%
Grana Y Montero Sa (E:GRAMONC1) 5.47%
Intercorp Finl Svc (E:IFS) 4.17%
Cementos Pacasmayo (E:CPACASC1) 3.44%
Union Andina De Ce (E:UNACEMC1) 3.21%
Volcan Cia Minera (E:VOLCABC1) 3.11%
Ferreycorp S.A.A. (E:FERREYC1) 2.90%
Banco Continental (E:CONTINC1) 2.60%
% of Total Holdings 51.30%

Sector Breakdown

Geographic Breakdown

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Best Fit Latin American Funds

1

iShares MSCI All Peru Capped Index Fund (EPU)

2

Global X/InterBolsa FTSE Colombia 20 ETF (GXG)

See full rankings for Latin American Funds

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