KXIiShares Global Consumer Staples ETF
KXI Fund Description
KXI tracks a market-cap-weighted index of global consumer staples companies, drawn from 1,200 global stocks selected by S&P.
KXI Factset Analytics Insight
KXI delivers a market-cap weighted portfolio of global consumer staples 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 of 1,200 global stocks selected by S&P. Rebalancing occurs quarterly.
KXI MSCI ESG Analytics Insight
iShares Global Consumer Staples ETF has an MSCI ESG Fund Rating of A based on a score of 7.87 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 Consumer Staples ETF ranks in the 84th percentile within its peer group and in the 72nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
KXI 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.
KXI Portfolio Data
KXI Index Data
KXI Portfolio Management
KXI Tax Exposures
KXI Fund Structure
KXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of KXI. KXI is rated a 5 out of 5.
KXI Sector/Industry Breakdown
KXI Economic Development
KXI Performance Statistics
KXI MSCI ESG Ratings
KXI Benchmark Comparison Summary
KXI Benchmark Comparison Market Cap Size