IXJiShares Global Healthcare ETF

Grow my money24y track recordRanked #328 of 2,992 in this goal

Tracks the investment results of the S&P Global 1200 Health Care Index.

By iShares · Launched 2001

Annual Cost

0.40%

#2,016 of 5,854 · average

Fund Size

$3.8B

#521 of 5,854 · large

Return (1Y)Goal

+19.0%

Track Record

24 years

#146 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,571+15.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Health care

Index tracked

S&P Global 1200 Health Care Index

What it actually holds

By weight

Concentration

Top 10 holdings = 45.8% of fundmoderately concentrated

ELI LILLY AND COMPANY

9.4%

JOHNSON & JOHNSON

7.6%

ABBVIE INC.

5.0%

ASTRAZENECA PLC

4.0%

MERCK & CO., INC.

4.0%

Novartis AG

3.9%

Roche Holding AG

3.7%

UNITEDHEALTH GROUP INCORPORATED

3.3%

AMGEN INC.

2.5%

THERMO FISHER SCIENTIFIC INCORPORATED

2.4%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.4%Moderate

Year-on-year price swings

Max drawdown

-27.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.27Below average

Sortino (3Y)

0.39Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the S&P Global 1200 Health Care Index.
Strategy: Invests primarily in large-capitalization global equities in the healthcare sector, seeking to track the S&P Global 1200 Health Care Index. Uses a representative sampling indexing strategy to manage the Fund, aiming for lower costs and better after-tax performance.
Inception date: November 13, 2001
Fund family: iShares