IYG Market Analysis

Overview

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$2.00B
Expense ratio0.38%
Dividend yield1.14%
InceptionJun 12, 2000

Top holdings (104 total)

#NameWeight
1
BRK-B
Berkshire Hathaway inc Class b
13.32%
2
JPM
Jpmorgan Chase & co
12.34%
3
V
Visa inc Class a
8.26%
4
MA
Mastercard inc Class a
6.06%
5
BAC
Bank of America Corp
5.13%
6
GS
The Goldman Sachs Group inc
4.47%
7
MS
Morgan Stanley
3.61%
8
WFC
Wells Fargo & co
3.53%
9
C
Citigroup inc
3.26%
10
AXP
American Express co
2.49%
Page 1 of 11 · 104 total

Sector breakdown

#NameWeight
1
Financials
84.90%
2
Information Technology
0.00%
3
Communication Services
0.00%
4
Consumer Discretionary
0.00%
5
Healthcare
0.00%
6
Consumer Staples
0.00%
7
Industrials
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