IAK
iShares U.S. Insurance ETFIAK Fund Description
IAK tracks a market-cap index of U.S. 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. In this case, the omission of one mega-stock changes the fund's exposure considerably. Berkshire Hathaway (over 25% of the segment benchmark) does not fit into IAK's definition of the insurance sector. By excluding this mega-cap from its cap-weighted index, IAK cuts its weighted average market cap drastically. The fund also loses points in Efficiency due to its high expense ratio. IAK's median daily trading volume is on the low side, but consistent. Still, investors should place limit orders to help contain execution costs. Overall, IAK offers a solid take on the segment at a manageable cost, earning it a place on our Analyst Pick list.
IAK MSCI ESG Analytics Insight
iShares U.S. Insurance ETF has an MSCI ESG Fund Rating of BB based on a score of 3.54 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 14th percentile within its peer group and in the 17th 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 Charts And Performance
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IAK Summary Data
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 Tradability
IAK Sector/Industry Breakdown
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IAK Top 10 Holdings[View All]
IAK Countries
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IAK Regions
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IAK Economic Development
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IAK Performance Statistics
IAK MSCI ESG Ratings
IAK Benchmark Comparison Summary
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IAK Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.