The BalancedInvestor Club

IYF Market Analysis

Overview

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$3.40B
Expense ratio0.38%
Dividend yield1.36%
InceptionMay 22, 2000

Top holdings (146 total)

#NameWeight
1
BRK-B
Berkshire Hathaway inc Class b
11.35%
2
JPM
Jpmorgan Chase & co
10.45%
3
BAC
Bank of America Corp
4.49%
4
GS
The Goldman Sachs Group inc
4.32%
5
WFC
Wells Fargo & co
3.61%
6
MS
Morgan Stanley
3.57%
7
C
Citigroup inc
3.47%
8
BLK
Blackrock inc
2.71%
9
SCHW
Charles Schwab Corp
2.52%
10
SPGI
S&p Global inc
2.07%
Page 1 of 15 · 146 total

Sector breakdown

#NameWeight
1
Financials
83.00%
2
Consumer Discretionary
2.00%
3
Industrials
0.30%
4
Information Technology
0.20%
5
Communication Services
0.00%
6
Healthcare
0.00%
7
Consumer Staples
0.00%
8
Materials
0.00%
9
Utilities
0.00%
10
Energy
0.00%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

Page 1 of 3 · 50 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer