EXIiShares Global Industrials ETF
EXI Fund Description
EXI tracks a market-cap-weighted index of global industrial stocks.
EXI Factset Analytics Insight
EXI offers access to global industrials, providing reasonably marketlike coverage in a stable, accessible package. It excludes smaller firms by rule, favoring large-caps instead. The fund slightly overweights the firms that already dominate the space due to its market-cap weighting, but avoids geographic biases overall. The index constituents are individually selected by a committee from the S&P Global 1200, and narrowed down to include only those classified as industrials by GICS. EXI uses a sampling method, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. Rebalancing is done quarterly.
EXI MSCI ESG Analytics Insight
iShares Global Industrials ETF has an MSCI ESG Fund Rating of A based on a score of 6.74 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Global Industrials ETF ranks in the 62nd percentile within its peer group and in the 63th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EXI MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EXI Portfolio Data
EXI Index Data
EXI Portfolio Management
EXI Tax Exposures
EXI Fund Structure
EXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EXI. EXI is rated a 5 out of 5.
EXI Sector/Industry Breakdown
EXI Economic Development
EXI Performance Statistics
EXI MSCI ESG Ratings
EXI Benchmark Comparison Summary
EXI Benchmark Comparison Market Cap Size