POWRiShares U.S. Power Infrastructure ETF

Grow my money14y track recordRanked #296 of 2,960 in this goal

Seeks to track the investment results of an index of U.S. power infrastructure companies.

By iShares · Launched 2012

Annual Cost

0.00%

#53 of 5,562 · low cost

Fund Size

$387M

#1,775 of 5,562 · large

Return (1Y)Goal

+19.4%

Track Record

14 years

#967 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,033+20.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Utilities

Focus

Real Assets, Clean Energy

Index tracked

S&P US Power Infrastructure Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 48.0% of fundmoderately concentrated

NextEra Energy Inc

6.1%

Quanta Services Inc

5.6%

GE Vernova Inc

5.6%

Eaton Corp PLC

5.5%

EQT Corp

4.9%

Constellation Energy Corp

4.6%

First Solar Inc

4.1%

Southern Co/The

4.0%

Duke Energy Corp

3.8%

Expand Energy Corp

3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.8%Moderate

Year-on-year price swings

Max drawdown

-63.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.47Below average

Sortino (3Y)

0.64Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index of U.S. power infrastructure companies.
Strategy: Tracks the S&P U.S. Power Infrastructure Select Index, which measures equity securities of U.S. companies involved in power infrastructure. Uses representative sampling to manage the Fund.
Inception date: January 31, 2012
Fund family: iShares