IYCiShares U.S. Consumer Services ETF
IYC Fund Description
IYC tracks a market-cap-weighted index of US companies that provide consumer services.
IYC Factset Analytics Insight
IYC delivers a market-cap weighted portfolio of US consumer services stocks. The well-established fund changed indexes on June 24, 2019 to a capped version which at rebalance limits single positions at 10% and caps aggregate positions over 4.5% at 22.5% total. While these weighting caps are tighter than the more common “25/50” caps, stock selection resulting from the underlying industry classification system (GICS) is likely a larger driver of returns. The index pulls from a universe covering the top 95% of the market. The index is reconstituted annually with reviews quarterly.
IYC MSCI ESG Analytics Insight
iShares U.S. Consumer Services ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.68 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 Services ETF ranks in the 37th percentile within its peer group and in the 50th 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 Sector/Industry Breakdown
IYC Top 10 Holdings[View All]
IYC Economic Development
IYC Performance Statistics
IYC MSCI ESG Ratings
IYC Benchmark Comparison Summary
IYC Benchmark Comparison Market Cap Size