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iShares US Financials ETF IYF

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYF

Will IYF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin iShares US Financials ETF's Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings IYF

  • Current Portfolio Date
  • Equity Holdings 137
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
13.55
230,365,589
Financial Services
9.46
160,766,680
Financial Services
4.36
74,134,216
Financial Services
4.02
68,309,939
Financial Services
3.22
54,650,803
Financial Services
2.89
49,107,775
Financial Services
2.74
46,593,389
Financial Services
2.65
45,077,683
Financial Services
2.33
39,656,162
Financial Services
2.33
39,649,561
Financial Services