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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IDU

More IDU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

11.04 145M
Utilities

Southern Co

6.30 83M
Utilities

Constellation Energy Corp

6.08 80M
Utilities

Duke Energy Corp

5.94 78M
Utilities

Waste Management Inc

5.17 68M
Industrials

American Electric Power Co Inc

4.30 57M
Utilities

Dominion Energy Inc

3.67 48M
Utilities

Sempra

3.48 46M
Utilities

Vistra Corp

3.18 42M
Utilities

Entergy Corp

3.11 41M
Utilities

Sponsor Center