Morningstar

iShares U.S. Utilities ETF IDU

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

Morningstar’s Analysis IDU

Will IDU 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 IDU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IDU 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 IDU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Utilities 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 IDU

More IDU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

10.81 150M
Utilities

Southern Co

6.73 93M
Utilities

Duke Energy Corp

6.12 85M
Utilities

Waste Management Inc

5.66 79M
Industrials

Constellation Energy Corp

5.11 71M
Utilities

American Electric Power Co Inc

4.44 62M
Utilities

Dominion Energy Inc

3.62 50M
Utilities

Sempra

3.48 48M
Utilities

Entergy Corp

3.16 44M
Utilities

Xcel Energy Inc

3.07 43M
Utilities

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