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Morningstar

iShares US Utilities ETF IDU

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

Morningstar’s Analysis IDU

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares US Utilities ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IDU

More IDU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

11.38 97.1 Mil
Utilities

Waste Management Inc

7.29 62.2 Mil
Industrials

Southern Co

6.61 56.4 Mil
Utilities

Duke Energy Corp

6.33 54.0 Mil
Utilities

Constellation Energy Corp

5.18 44.2 Mil
Utilities

Sempra

3.72 31.7 Mil
Utilities

American Electric Power Co Inc

3.72 31.7 Mil
Utilities

Dominion Energy Inc

3.51 29.9 Mil
Utilities

Republic Services Inc

3.39 28.9 Mil
Industrials

Exelon Corp

3.15 26.8 Mil
Utilities