IDU
iShares U.S. Utilities ETFIDU Fund Description
IDU tracks a broad, market-cap-weighted index of US utilities stocks.
IDU Factset Analytics Insight
IDU holds a float-adjusted market-cap-weighted portfolio of large-cap US utilities firms. The fund’s advisor uses a representative sampling approach to indexing, meaning the fund may not hold all of the underlying in the index but a sample of securities that provide the same investment profile. Regulatory capping targets are also applied at each quarterly rebalance such that single issuer weights are capped at 22.5% and the aggregate weight of all companies exceeding 4.5% weight is capped at 45%. Additionally, the fund may hold cash and cash equivalents, money market funds, and derivatives including futures, options and swap contracts up to 20% of the portfolio to maximize investment. In all, it's a good choice for investors looking for a diversified, broad exposure to the segment. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Utilities Index.
IDU Summary Data
IDU Portfolio Data
IDU Index Data
IDU Portfolio Management
IDU Tax Exposures
IDU Fund Structure
IDU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IDU. IDU is rated a 5 out of 5.
IDU Tradability
IDU Sector/Industry Breakdown
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IDU Top 10 Holdings[View All]
IDU Countries
IDU
IDU Regions
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IDU Economic Development
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IDU Performance Statistics
IDU Benchmark Comparison Summary
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IDU Benchmark Comparison Market Cap Size
IDU
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