Morningstar

iShares Global 100 ETF IOO

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

Morningstar’s Analysis IOO

Will IOO outperform in the 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 IOO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Senior Analyst Zunjar Sanzgiri

Zunjar Sanzgiri

Senior Analyst

Summary

A practical option for passive exposure to the largest global companies. IShares Global 100 ETF remains a decent option, providing exposure to large, renowned companies across the globe with the trade-off of an inherently narrower opportunity set. The fund tracks the S&P Global 100 Index, which comprises around 100 large-cap stocks from the S&P Global 1200 Index. Although cheaper than the competing actively managed products, the fee of 0.40% is somewhat higher than those of some other passive offerings within the category.

by Zunjar Sanzgiri
Rated on Published on

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Portfolio Holdings IOO

More IOO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.50 1B
Technology

Apple Inc

12.10 1B
Technology

Microsoft Corp

9.48 877M
Technology

Amazon.com Inc

5.92 548M
Consumer Cyclical

Alphabet Inc Class A

4.82 446M
Communication Services

Alphabet Inc Class C

3.86 357M
Communication Services

Broadcom Inc

3.77 349M
Technology

Eli Lilly and Co

2.43 224M
Healthcare

JPMorgan Chase & Co

2.18 202M
Financial Services

Samsung Electronics Co Ltd

1.78 165M
Technology

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