IXJiShares Global Healthcare ETF

Grow my money24y track recordRanked #334 of 2,960 in this goal

Seeks to track the investment results of an index composed of global equities in the healthcare sector.

By iShares · Launched 2001

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$3.7B

#518 of 5,562 · large

Return (1Y)Goal

+10.9%

Track Record

24 years

#149 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,237+12.4%

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

Classification

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 = 45.4% of fundmoderately concentrated

ELI LILLY AND COMPANY

10.8%

JOHNSON & JOHNSON

6.3%

ABBVIE INC.

5.1%

UNITEDHEALTH GROUP INCORPORATED

3.8%

Roche Holding AG

3.7%

ASTRAZENECA PLC

3.6%

Novartis AG

3.3%

MERCK & CO., INC.

3.3%

THERMO FISHER SCIENTIFIC INCORPORATED

2.8%

ABBOTT LABORATORIES

2.7%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.8%Moderate

Year-on-year price swings

Max drawdown

-27.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.14Below average

Sortino (3Y)

0.21Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of global equities in the healthcare sector.
Strategy: Tracks the S&P Global 1200 Health Care Index, which measures the performance of companies in the healthcare sector. The Fund invests at least 80% of its assets in the index's component securities and uses a representative sampling indexing strategy.
Inception date: November 13, 2001
Fund family: iShares