IYMiShares U.S. Basic Materials ETF
IYM Fund Description
IYM tracks a broad, market-cap-weighted index of US basic materials companies that includes raw materials such as metals, chemicals and forestry products.
IYM Factset Analytics Insight
IYM is a popular, straightforward basic materials fund that tracks a vanilla market-cap-weighted index. It provides simple exposure to a small list of well-known basic materials firms, but also dips into other sectors like industrial conglomerates and business support services that cause significant deviation from our benchmark. It's not a bad take on the market, but investors do need to be aware of its sector biases and large-cap tilt before jumping in. Effective fund management has kept true holding costs below the sticker price.
IYM MSCI ESG Analytics Insight
iShares U.S. Basic Materials ETF has an MSCI ESG Fund Rating of AA based on a score of 7.38 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. Basic Materials ETF ranks in the 86th percentile within its peer group and in the 66th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IYM 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.
IYM Summary Data
IYM Portfolio Data
IYM Index Data
IYM Portfolio Management
IYM Tax Exposures
IYM Fund Structure
IYM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IYM. IYM is rated a 5 out of 5.
IYM Sector/Industry Breakdown
IYM Top 10 Holdings[View All]
IYM Economic Development
IYM Performance Statistics
IYM MSCI ESG Ratings
IYM Benchmark Comparison Summary
IYM Benchmark Comparison Market Cap Size