IEOiShares U.S. Oil & Gas Exploration & Production ETF
IEO Fund Description
IEO tracks a market cap weighted index of companies in the U.S. oil and gas exploration and production space according to Dow Jones.
IEO Factset Analytics Insight
IEO is a solid choice for representative exposure to the oil & gas exploration & production segment. The underlying index includes US companies, of all market-caps, that are engaged in exploration for and drilling, production, refining and supply of oil and gas products. Although its cap-weighting scheme, in this narrow space, makes the fund extremely top-heavy, with its top ten holdings comprising the majority of its overall portfolio. However, combining the excellent underlying liquidity with the Issuer’s securities lending program, IEO is a well-managed fund.
IEO MSCI ESG Analytics Insight
iShares U.S. Oil & Gas Exploration & Production ETF has an MSCI ESG Fund Rating of AA based on a score of 7.28 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. Oil & Gas Exploration & Production ETF ranks in the 56th percentile within its peer group and in the 28th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IEO 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.
IEO Portfolio Data
IEO Index Data
IEO Portfolio Management
IEO Tax Exposures
IEO Fund Structure
IEO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IEO. IEO is rated a 5 out of 5.
IEO Sector/Industry Breakdown
IEO Top 10 Holdings[View All]
IEO Economic Development
IEO Performance Statistics
IEO MSCI ESG Ratings
IEO Benchmark Comparison Summary
IEO Benchmark Comparison Market Cap Size