RXI
iShares Global Consumer Discretionary ETFRXI Fund Description
RXI tracks a market-cap-weighted index of large- and midcap global consumer discretionary stocks as determined by S&P/GICS.
RXI Factset Analytics Insight
RXI delivers a compact but diversified basket of large- and midcap global consumer discretionary stocks. Index providers have evolving and differing views on how to define consumer stocks, so check the holdings to see if the names align with expectations. The fund excludes small-caps by rule, and holds far fewer names than our benchmark for the space. Still, small caps tend to have small impact in a cap-weighted fund, and their omission helps underlying liquidity at the expense of more complete coverage. On Sept 24, 2019, The fund changed to a “capped” version of its index, limiting individual positions at 10% and names over 5% to 25% in sum. This effort to decrease concentration is not uncommon but is more aggressive than the “25/50” capping seen in some indexes. This change materially decreased the allocation to the top name at the time (Amazon).
RXI MSCI ESG Analytics Insight

iShares Global Consumer Discretionary ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.80 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 Discretionary ETF ranks in the 36th percentile within its peer group and in the 52nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RXI 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.
RXI Charts And Performance
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RXI Summary Data
RXI Portfolio Data
RXI Index Data
RXI Portfolio Management
RXI Tax Exposures
RXI Fund Structure
RXI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RXI. RXI is rated a 5 out of 5.
RXI Tradability
RXI Sector/Industry Breakdown
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RXI Top 10 Holdings[View All]
RXI Countries
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RXI Regions
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RXI Economic Development
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RXI Performance Statistics
RXI MSCI ESG Ratings

RXI Benchmark Comparison Summary
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RXI Benchmark Comparison Market Cap Size
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