Skip to Content
Morningstar

iShares US Insurance ETF IAK

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

Morningstar’s Analysis IAK

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

  • People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IAK

More IAK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progressive Corp

15.58 98.5 Mil
Financial Services

Chubb Ltd

12.57 79.5 Mil
Financial Services

American International Group Inc

6.46 40.8 Mil
Financial Services

The Travelers Companies Inc

6.06 38.3 Mil
Financial Services

MetLife Inc

5.29 33.5 Mil
Financial Services

Allstate Corp

4.95 31.3 Mil
Financial Services

Aflac Inc

4.55 28.7 Mil
Financial Services

Prudential Financial Inc

4.52 28.6 Mil
Financial Services

Arch Capital Group Ltd

4.50 28.4 Mil
Financial Services

The Hartford Financial Services Group Inc

3.87 24.5 Mil
Financial Services