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iShares US Consumer Discretionary ETF IYC

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

Morningstar’s Analysis IYC

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

  • People Pillar

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

An incline in its Process Pillar rating is the primary driver of iShares US Consumer Discretionary ETF's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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 IYC

More IYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

15.79 160.4 Mil
Consumer Cyclical

Tesla Inc

8.32 84.5 Mil
Consumer Cyclical

Costco Wholesale Corp

4.12 41.8 Mil
Consumer Defensive

The Home Depot Inc

4.05 41.1 Mil
Consumer Cyclical

Walmart Inc

3.99 40.5 Mil
Consumer Defensive

Netflix Inc

3.73 37.9 Mil
Communication Services

The Walt Disney Co

3.70 37.6 Mil
Communication Services

McDonald's Corp

3.54 36.0 Mil
Consumer Cyclical

Lowe's Companies Inc

2.41 24.5 Mil
Consumer Cyclical

Uber Technologies Inc

2.39 24.3 Mil
Technology