IYFiShares U.S. Financials ETF
IYF Fund Description
IYF tracks a market-cap-weighted index of US financial companies, while utilizing a capping methodology to ensure diversification among its index constituents.
IYF Factset Analytics Insight
IYF offers broad exposure to the US Financials segment, tracking a diversified, market-cap-weighted index for the space. The index pulls from a universe covering the top 95% of the market, thus offering broad US financials exposure. To reduce concentration, on June 24, 2019, IYF switched to a capped version of its index which limits single positions at 10% each quarterly rebalance. The capping methodology limits the sum of the weights of its securities, such that the aggregate weight of all issuers individually exceeding 4.5% are constrained to a maximum of 22.5%.
IYF MSCI ESG Analytics Insight
iShares U.S. Financials ETF has an MSCI ESG Fund Rating of A based on a score of 7.01 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. Financials ETF ranks in the 73th percentile within its peer group and in the 45th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYF 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.
IYF Summary Data
IYF Portfolio Data
IYF Index Data
IYF Portfolio Management
IYF Tax Exposures
IYF Fund Structure
IYF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYF. IYF is rated a 5 out of 5.
IYF Sector/Industry Breakdown
IYF Top 10 Holdings[View All]
IYF Economic Development
IYF Performance Statistics
IYF MSCI ESG Ratings
IYF Benchmark Comparison Summary
IYF Benchmark Comparison Market Cap Size