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Morningstar

iShares U.S. Consumer Focused ETF IEDI

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

Morningstar’s Analysis IEDI

Will IEDI 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 IEDI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IEDI 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 IEDI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares U.S. Consumer Focused ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IEDI

More IEDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

11.96 2.6 Mil
Consumer Cyclical

Costco Wholesale Corp

9.90 2.2 Mil
Consumer Defensive

The Home Depot Inc

9.72 2.1 Mil
Consumer Cyclical

Walmart Inc

6.21 1.4 Mil
Consumer Defensive

TJX Companies Inc

3.86 838,291
Consumer Cyclical

Chipotle Mexican Grill Inc

3.60 782,850
Consumer Cyclical

Lowe's Companies Inc

3.37 732,136
Consumer Cyclical

O'Reilly Automotive Inc

2.42 525,789
Consumer Cyclical

Ross Stores Inc

2.14 465,401
Consumer Cyclical

Target Corp

2.07 451,000
Consumer Defensive