iShares US Utilities ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares U.S. Utilities ETF IDU
Morningstar’s Analysis IDU
Will IDU outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NextEra Energy Inc | 11.27 | 155M | Utilities |
Southern Co | 6.51 | 90M | Utilities |
Duke Energy Corp | 6.11 | 84M | Utilities |
Constellation Energy Corp | 5.11 | 70M | Utilities |
Waste Management Inc | 5.10 | 70M | Industrials |
American Electric Power Co Inc | 4.34 | 60M | Utilities |
Sempra | 3.79 | 52M | Utilities |
Dominion Energy Inc | 3.64 | 50M | Utilities |
Vistra Corp | 3.15 | 43M | Utilities |
Entergy Corp | 3.12 | 43M | Utilities |
United States