iShares Global 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 Global Utilities ETF JXI
Morningstar’s Analysis JXI
Will JXI 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 JXI 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 JXI’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 42.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NextEra Energy Inc | 7.94 | 26M | Utilities |
Iberdrola SA | 6.51 | 21M | Utilities |
Southern Co | 4.59 | 15M | Utilities |
Duke Energy Corp | 4.32 | 14M | Utilities |
Enel SpA | 3.90 | 13M | Utilities |
Constellation Energy Corp | 3.60 | 12M | Utilities |
National Grid PLC | 3.58 | 12M | Utilities |
American Electric Power Co Inc | 3.10 | 10M | Utilities |
Sempra | 2.67 | 9M | Utilities |
Engie SA | 2.63 | 9M | Utilities |
United States