Morningstar

iShares S&P/TSX Capped Energy Index ETF XEG

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

Morningstar’s Analysis XEG

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P/TSX Capped Energy 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 XEG

More XEG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Suncor Energy Inc

27.07 731M
Energy

Canadian Natural Resources Ltd

24.81 670M
Energy

Cenovus Energy Inc

13.68 370M
Energy

Imperial Oil Ltd

6.41 173M
Energy

Whitecap Resources Inc

5.63 152M
Energy

Tourmaline Oil Corp

5.56 150M
Energy

PrairieSky Royalty Ltd

1.93 52M
Energy

Tamarack Valley Energy Ltd

1.63 44M
Energy

Athabasca Oil Corp

1.31 35M
Energy

Peyto Exploration & Development Corp

1.19 32M
Energy

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