IYC
iShares U.S. Consumer Discretionary ETFIYC Fund Description
IYC tracks a market-cap-weighted index of US companies that provide consumer services.
IYC Factset Analytics Insight
IYC tracks an index of US companies in the consumer discretionary industry, which are companies most sensitive to economic cycles and cyclical purchasing habits. Eligible companies include those that manufacture household durable goods, apparel, electronics, and other non-essential items, and those that offer services like hotels, restaurants, retail/e-retail, entertainment and advertising. IYC uses market-cap to select and weight its constituents, and individual securities within the portfolio are capped at 15% at each quarterly rebalance. Aggregate weight of all companies with weight exceeding 4.5% is capped at 22.5%. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Consumer Services Capped Index and was named iShares U.S. Consumer Services ETF.
IYC MSCI ESG Analytics Insight
iShares U.S. Consumer Discretionary ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.60 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. Consumer Discretionary ETF ranks in the 56th percentile within its peer group and in the 61st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYC 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.
IYC Summary Data
IYC Portfolio Data
IYC Index Data
IYC Portfolio Management
IYC Tax Exposures
IYC Fund Structure
IYC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYC. IYC is rated a 5 out of 5.
IYC Tradability
IYC Sector/Industry Breakdown
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IYC Top 10 Holdings[View All]
IYC Countries
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IYC Regions
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IYC Economic Development
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IYC Performance Statistics
IYC MSCI ESG Ratings
IYC Benchmark Comparison Summary
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IYC 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.