SOXXiShares Semiconductor ETF
SOXX Fund Description
SOXX tracks a modified market-cap-weighted index of 30 US-listed semiconductor companies.
SOXX Factset Analytics Insight
SOXX is passively managed to provide concentrated exposure to the 30 largest US-listed semiconductor companies. This includes (i) manufacturers of materials with semiconductors that are used in electronic applications or in LED and OLED technology and (ii) providers of services or equipment associated with semiconductors. To be eligible for the index, companies must meet investability and liquidity requirements, including a minimum market-cap of $100 million. The index employs market-cap-weighting with a capping methodology—the weights of the top five securities are capped at 8% and the remaining securities at 4%. SOXX may also hold ADRs, whose cumulative weight in the index is capped at 10%. The fund uses a sampling strategy to track its index, which is reconstituted annually and rebalanced on a quarterly basis. Prior to June 21, 2021, the fund was named iShares PHLX Semiconductor ETF and tracked the PHLX Semiconductor Sector Index
SOXX MSCI ESG Analytics Insight
iShares Semiconductor ETF has an MSCI ESG Fund Rating of AAA based on a score of 8.51 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 Semiconductor ETF ranks in the 92nd percentile within its peer group and in the 96th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SOXX 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.
SOXX Summary Data
SOXX Portfolio Data
SOXX Index Data
SOXX Portfolio Management
SOXX Tax Exposures
SOXX Fund Structure
SOXX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SOXX. SOXX is rated a 5 out of 5.
SOXX Sector/Industry Breakdown
SOXX Top 10 Holdings[View All]
SOXX Economic Development
SOXX Performance Statistics
SOXX MSCI ESG Ratings
SOXX Benchmark Comparison Summary
SOXX Benchmark Comparison Market Cap Size