iShares US Consumer Discretionary ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares US Consumer Discretionary ETF IYC
Morningstar’s Analysis IYC
Will IYC 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 12.75 | 148M | Consumer Cyclical |
Tesla Inc | 7.76 | 90M | Consumer Cyclical |
Walmart Inc | 4.22 | 49M | Consumer Defensive |
Costco Wholesale Corp | 4.17 | 49M | Consumer Defensive |
The Home Depot Inc | 4.13 | 48M | Consumer Cyclical |
Netflix Inc | 3.78 | 44M | Communication Services |
McDonald's Corp | 3.45 | 40M | Consumer Cyclical |
TJX Companies Inc | 3.19 | 37M | Consumer Cyclical |
The Walt Disney Co | 3.01 | 35M | Communication Services |
Uber Technologies Inc | 2.35 | 27M | Technology |
United States