KXI delivers a market-cap weighted portfolio of global consumer staples stocks. The well-established fund changed indexes on June 24, 2019 to a capped version which at rebalance limits single positions at 10% and caps aggregate positions over 4.5% at 22.5% total. While these weighting caps are tighter than the more common 25/50 caps, stock selection resulting from the underlying industry classification system (GICS ) is likely a larger driver of returns. The index pulls from a universe of 1,200 global stocks selected by S&P. Rebalancing occurs quarterly.
公司网站 :
https://www.ishares.com/us/products/239740/ishares-global-consumer-staples-etf
总经理:-
建立时间:2006
公司总部:San Francisco
领域:Miscellaneous
行业:Investment trusts/Mutual funds