IYG Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$2.20B
Expense ratio0.38%
Dividend yield1.03%
InceptionJun 12, 2000

Top holdings (102 total)

#NameWeight
1
JPM
Jpmorgan Chase & co
12.83%
2
BRK-B
Berkshire Hathaway inc Class b
12.57%
3
V
Visa inc Class a
8.25%
4
MA
Mastercard inc Class a
6.06%
5
BAC
Bank of America Corp
5.53%
6
GS
The Goldman Sachs Group inc
4.70%
7
MS
Morgan Stanley
3.81%
8
WFC
Wells Fargo & co
3.64%
9
C
Citigroup inc
3.17%
10
AXP
American Express co
2.64%
Page 1 of 11 · 102 total

Sector breakdown

#NameWeight
1
Financials
87.00%
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

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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