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Morningstar

iShares MSCI Global Sust Dev Goals ETF SDG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SDG

Will SDG outperform in 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 SDG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDG 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 SDG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decline in its Process Pillar rating is the primary driver of iShares MSCI Global Sust Dev Goals ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDG

More SDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alstom SA

5.14 14.5 Mil
Industrials

Umicore SA Ordinary Shares

4.30 12.1 Mil
Industrials

Vestas Wind Systems A/S

4.24 12.0 Mil
Industrials

Daiwa House Industry Co Ltd

4.09 11.5 Mil
Real Estate

Novartis AG Registered Shares

4.03 11.4 Mil
Healthcare

WH Group Ltd Shs Unitary 144A/Reg S

4.00 11.3 Mil
Consumer Defensive

Novo Nordisk A/S Class B

3.45 9.7 Mil
Healthcare

Samsung SDI Co Ltd

2.73 7.7 Mil
Technology

East Japan Railway Co

2.60 7.3 Mil
Industrials

Amgen Inc

2.46 7.0 Mil
Healthcare