IEFN : iShares Evolved U.S. Financials ETF

IEFN is a Sector Equity Market Financial Services with LOW fees.

IEFN

iShares Evolved U.S. Financials ETF

FI Score

51 /100

Diversification Rating

7 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

51% FI Score
  • iefn
  • ETF
  • Sector Equity
  • Financial Services

iShares Evolved U.S. Financials ETF

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks to provide access to U.S. companies with financials exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization financial companies. It will hold common stock of those companies that fall into the Financials Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as financial companies. The fund is non-diversified.

Largest Holdings

Amount Holding
4.61% JPMorgan Chase & Co
4.45% Bank of America Corporation
3.98% Wells Fargo & Company
3.92% Citigroup Inc
2.64% Berkshire Hathaway Inc Class B
2.59% U.S. Bancorp
2.29% The Goldman Sachs Group, Inc
2.14% Truist Financial Corporation
1.99% American Express Company
1.83% Morgan Stanley

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