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Morningstar

iShares US Consumer Staples ETF IYK

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

Morningstar’s Analysis IYK

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares US Consumer Staples ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IYK

More IYK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Procter & Gamble Co

17.11 210.5 Mil
Consumer Defensive

PepsiCo Inc

10.79 132.7 Mil
Consumer Defensive

Coca-Cola Co

10.57 130.0 Mil
Consumer Defensive

Philip Morris International Inc

6.52 80.3 Mil
Consumer Defensive

Mondelez International Inc Class A

4.19 51.6 Mil
Consumer Defensive

CVS Health Corp

4.13 50.8 Mil
Healthcare

Altria Group Inc

3.44 42.4 Mil
Consumer Defensive

Colgate-Palmolive Co

3.35 41.2 Mil
Consumer Defensive

McKesson Corp

3.34 41.0 Mil
Healthcare

Kimberly-Clark Corp

2.03 24.9 Mil
Consumer Defensive