Morningstar

iShares Global Financials ETF IXG

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

Morningstar’s Analysis IXG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Global Financials 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IXG

More IXG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

6.10 42M
Financial Services

JPMorgan Chase & Co

5.78 40M
Financial Services

Visa Inc Class A

4.03 28M
Financial Services

Mastercard Inc Class A

2.93 20M
Financial Services

Bank of America Corp

2.33 16M
Financial Services

HSBC Holdings PLC

2.25 16M
Financial Services

Mitsubishi UFJ Financial Group Inc

1.83 13M
Financial Services

Royal Bank of Canada

1.80 12M
Financial Services

The Goldman Sachs Group Inc

1.72 12M
Financial Services

Wells Fargo & Co

1.59 11M
Financial Services

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