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Morningstar

iShares MSCI Pacific ex-Jpn ETF USD Dist IPXJ

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

Morningstar’s Analysis IPXJ

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

  • People Pillar

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

iShares MSCI Pacific ex-Jpn ETF USD Dist’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPXJ

More IPXJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BHP Group Ltd

8.49 15.7 Mil
Basic Materials

Commonwealth Bank of Australia

7.13 13.2 Mil
Financial Services

CSL Ltd

4.98 9.2 Mil
Healthcare

AIA Group Ltd

4.17 7.7 Mil
Financial Services

National Australia Bank Ltd

3.93 7.3 Mil
Financial Services

Westpac Banking Corp

3.39 6.3 Mil
Financial Services

ANZ Group Holdings Ltd

3.18 5.9 Mil
Financial Services

DBS Group Holdings Ltd

2.87 5.3 Mil
Financial Services

Wesfarmers Ltd

2.75 5.1 Mil
Consumer Cyclical

Macquarie Group Ltd

2.54 4.7 Mil
Financial Services