The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares Global Utilities ETF JXI
Morningstar’s Analysis JXI
Will JXI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 9.43 | 15.0 Mil | Utilities |
Southern Co | 5.35 | 8.5 Mil | Utilities |
Duke Energy Corp | 4.86 | 7.7 Mil | Utilities |
Iberdrola SA | 4.51 | 7.2 Mil | Utilities |
Constellation Energy Corp | 4.38 | 7.0 Mil | Utilities |
National Grid PLC | 3.70 | 5.9 Mil | Utilities |
Enel SpA | 3.40 | 5.4 Mil | Utilities |
American Electric Power Co Inc | 2.96 | 4.7 Mil | Utilities |
Sempra | 2.87 | 4.6 Mil | Utilities |
Dominion Energy Inc | 2.61 | 4.2 Mil | Utilities |