IAKiShares U.S. Insurance ETF
IAK Fund Description
IAK tracks a market-cap index of US insurance companies.
IAK Factset Analytics Insight
IAK is a solid, broad-based insurance fund that also makes a play for the small-cap end of the segment. The insurance sector, as defined by S&P Dow Jones Indices LLC, includes insurance companies, property and casualty insurance companies, and life insurance companies. Therefore, some well-known insurance companies outside the sector classification can be omitted. Companies should have a market cap of at least $250 million. Stocks are market-weighted, subject to 22.5% cap with the rest redistributed proportionally. The index is rebalanced quarterly.
IAK MSCI ESG Analytics Insight
iShares U.S. Insurance ETF has an MSCI ESG Fund Rating of A based on a score of 6.61 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 U.S. Insurance ETF ranks in the 64th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IAK 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.
IAK Portfolio Data
IAK Index Data
IAK Portfolio Management
IAK Tax Exposures
IAK Fund Structure
IAK Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IAK. IAK is rated a 5 out of 5.
IAK Sector/Industry Breakdown
IAK Top 10 Holdings[View All]
IAK Economic Development
IAK Performance Statistics
IAK MSCI ESG Ratings
IAK Benchmark Comparison Summary
IAK Benchmark Comparison Market Cap Size