Morningstar

iShares Environmental Infrastructure and Industrials ETF EFRA

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

Morningstar’s Analysis EFRA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Environmental Infras & IndstrETF 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EFRA

More EFRA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Veralto Corp

6.39 356,409
Industrials

Westinghouse Air Brake Technologies Corp

6.05 337,505
Industrials

Xylem Inc

5.90 328,941
Industrials

Veolia Environnement SA

5.84 325,681
Industrials

American Water Works Co Inc

5.82 324,233
Utilities

Smurfit WestRock PLC

5.69 317,418
Consumer Cyclical

Clean Harbors Inc

4.54 253,173
Industrials

Companhia De Saneamento Basico Do Estado De Sao Paulo

4.16 231,870
Utilities

United Utilities Group PLC Class A

4.14 230,844
Utilities

Essential Utilities Inc

3.22 179,460
Utilities

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