Morningstar

iShares Global Financials ETF IXG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IXG

Will IXG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IXG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IXG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IXG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Global Financials ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IXG

More IXG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

7.55 31.4 Mil
Financial Services

JPMorgan Chase & Co

5.38 22.4 Mil
Financial Services

Visa Inc Class A

4.12 17.1 Mil
Financial Services

Mastercard Inc Class A

3.65 15.2 Mil
Financial Services

Bank of America Corp

2.40 10.0 Mil
Financial Services

Wells Fargo & Co

1.72 7.2 Mil
Financial Services

Royal Bank of Canada

1.58 6.6 Mil
Financial Services

HSBC Holdings PLC

1.48 6.2 Mil
Financial Services

S&P Global Inc

1.48 6.2 Mil
Financial Services

Commonwealth Bank of Australia

1.41 5.9 Mil
Financial Services

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