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Morningstar

iShares US Energy ETF IYE

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

Morningstar’s Analysis IYE

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

  • People Pillar

    The People Pillar is our evaluation of the IYE 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 IYE’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 Energy ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 IYE

More IYE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

26.26 380.2 Mil
Energy

Chevron Corp

14.90 215.8 Mil
Energy

ConocoPhillips

7.69 111.3 Mil
Energy

EOG Resources Inc

4.40 63.7 Mil
Energy

Schlumberger Ltd

4.02 58.2 Mil
Energy

Phillips 66

3.68 53.4 Mil
Energy

Marathon Petroleum Corp

3.64 52.7 Mil
Energy

Valero Energy Corp

2.87 41.5 Mil
Energy

Williams Companies Inc

2.56 37.1 Mil
Energy

ONEOK Inc

2.48 35.9 Mil
Energy