IYE – iShares US Energy ETF – ETF Stock Quote | Morningstar

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Will IYE outperform in future?

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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.

A strong management team and sound investment process underpin iShares US Energy ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 25, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 67.6

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Exxon Mobil Corp	22.51	273.0 Mil	Energy
Chevron Corp	14.55	176.4 Mil	Energy
ConocoPhillips	7.27	88.1 Mil	Energy
EOG Resources Inc	4.20	51.0 Mil	Energy
Schlumberger Ltd	3.50	42.5 Mil	Energy
Marathon Petroleum Corp	3.34	40.5 Mil	Energy
Williams Companies Inc	3.25	39.4 Mil	Energy
ONEOK Inc	3.24	39.3 Mil	Energy
Phillips 66	3.19	38.6 Mil	Energy
Kinder Morgan Inc Class P	2.51	30.4 Mil	Energy

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