MXIiShares Global Materials ETF
MXI Fund Description
MXI tracks a market-cap-weighted index of global materials companies.
MXI Factset Analytics Insight
MXI is a basic materials fund that captures the sector-by-sector space reasonably, and its chief departure from the benchmark is in its large-cap tilt and heavy exposure to some industry heavyweights. Like the space it's capturing, MXI is a bit top-heavy with big multinationals dominating its top holdings, so investors must be aware of the fund’s portfolio before investing. MXI only uses a sampling method, which means it will invest in a sample of securities that collectively have an investment profile similar to that of the underlying index. The index and fund are market-cap-weighted and are rebalanced quarterly.
MXI MSCI ESG Analytics Insight
iShares Global Materials ETF has an MSCI ESG Fund Rating of AA based on a score of 7.76 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 Materials ETF ranks in the 83th percentile within its peer group and in the 61st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MXI 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.
MXI Portfolio Data
MXI Index Data
MXI Portfolio Management
MXI Tax Exposures
MXI Fund Structure
MXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MXI. MXI is rated a 5 out of 5.
MXI Sector/Industry Breakdown
MXI Economic Development
MXI Performance Statistics
MXI MSCI ESG Ratings
MXI Benchmark Comparison Summary
MXI Benchmark Comparison Market Cap Size