JXI
iShares Global Utilities ETFJXI Fund Description
JXI tracks a market-cap-weighted index of companies involved in the utilities industry worldwide.
JXI Factset Analytics Insight
JXI is a concentrated developed markets play on global utilities. Its large asset base makes it a more reliable choice than funds in the global ex-US Utilities segment. That said, more than 98% of JXI's portfolio is in the developed world, so JXI may not be an adequate replacement for those in search of more emerging markets exposure. It does represent the global market well, owning the key firms in our benchmark in similar amounts. The main difference is scope: JXI has 100+ fewer holdings than our benchmark. This distinction tilts JXI big, increases concentration and elevates risk. JXI's cost is hard to justify, considering more than 70% of its portfolio is in large-caps.
JXI MSCI ESG Analytics Insight
iShares Global Utilities ETF has an MSCI ESG Fund Rating of AA based on a score of 7.84 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 Global Utilities ETF ranks in the 97th percentile within its peer group and in the 90th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
JXI 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.
JXI CHARTS AND PERFORMANCE
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JXI Summary Data
JXI Portfolio Data
JXI Index Data
JXI Portfolio Management
JXI Tax Exposures
JXI Fund Structure
JXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JXI. JXI is rated a 5 out of 5.
JXI Tradability
JXI Sector/Industry Breakdown
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JXI TOP 10 HOLDINGS[View All]
JXI Countries
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JXI Regions
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JXI Economic Development
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JXI Performance Statistics
JXI MSCI ESG Ratings
JXI BENCHMARK COMPARISON SUMMARY
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JXI 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.