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iShares Global Telecom ETF – IXP ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
63.650.67 (+1.06%)47.55 - 63.9816.4 thousand (Below Avg)

Market data as of 3:59PM 07/22/16. Quotes are delayed by at least 15 min.

Overview - IXP

The investment seeks to track the S&P Global 1200 Telecommunications Services Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. The index measures the performance of companies that the index provider deems to be part of the telecommunications sector of the economy and that the index provider believes are important to global markets. The fund is non-diversified.

Previous Close62.98
Day's Range63.37 - 63.83
Avg Volume (10 Day)49.2K
Total Assets$400.43M
Expense Ratio0.47%
Yield (Trailing 12 Mo.)3.60%
Fund Inception11/12/2001

Trailing Total Returns - IXP

as of 06/30/2016
TimeframeIXPS&P 500Communications
1 Month2.82%0.26%2.68%
3 Month2.87%2.46%3.87%
1 Year5.31%3.99%7.23%
3 Year8.49%11.66%9.00%
5 Year6.65%12.10%7.68%
10 Year6.94%7.42%6.75%
Since Inception5.40%10.45%--

Stock Sector Allocation - IXP

as of 06/30/2016
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate 0.00%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services
Energy 0.00%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - IXP

as of 06/30/2016
CompanyYTD Return% of Assets
Vodafone Group PLC--6.09%
China Mobile Ltd--4.77%
Nippon Telegraph & Telephone Corp--4.52%
KDDI Corp--4.14%
SoftBank Group Corp--4.09%
Deutsche Telekom AG--4.08%
Telstra Corp Ltd--3.82%
BT Group PLC--3.63%

Valuation & Growth - IXP

as of 06/30/2016
ValuationIXPCategory Range
Price/Cash Flow5.95
Dividend Yield4.17
LT Earnings6.79
Historical Earnings26.38
Sales Growth0.92
Cash-Flow Growth-3.7
Book-Value Growth0.22
Key:  Lo 

Morningstar Summary - IXP, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Risk Analysis - IXP, 3 Year

Standard Deviation11.21
Sharpe Ratio0.78

Tax Analysis - IXP, 3 Year Avg

Pretax Return8.49%
Tax-adjusted Return6.72%
Tax Cost Ratio1.64%
Potential Cap Gains-19.76%

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