Morningstar

iShares U.S. Energy ETF IYE

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IYE

Will IYE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IYE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IYE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IYE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Energy ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IYE

More IYE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

23.62 431M
Energy

Chevron Corp

16.19 296M
Energy

ConocoPhillips

6.76 123M
Energy

Marathon Petroleum Corp

4.95 90M
Energy

Valero Energy Corp

4.40 80M
Energy

Phillips 66

4.19 76M
Energy

EOG Resources Inc

3.27 60M
Energy

Williams Companies Inc

3.20 58M
Energy

SLB Ltd

2.93 53M
Energy

Kinder Morgan Inc Class P

2.54 46M
Energy

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