iShares Global Utilities ETFJXI
JXI
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
25% more capital invested
Capital invested by funds: $35M [Q3] → $43.8M (+$8.82M) [Q4]
6.41% more ownership
Funds ownership: 22.01% [Q3] → 28.42% (+6.41%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
6% less funds holding
Funds holding: 54 [Q3] → 51 (-3) [Q4]
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Research analyst outlook
We haven’t received any recent analyst ratings for JXI.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
JXI: Weakest Performer Among Utilities Sector ETFs
JXI, the iShares Global Utilities ETF, underperforms peer ETFs and charges higher fees, making it less attractive for utility stock exposure. JXI's expense ratio is 0.41%, higher than competitors like FUTY and XLU, which offer better returns and liquidity. JXI's dividend yield is 2.88%, lower than its peers' 3%, further diminishing its appeal for income-focused investors.
Negative
Seeking Alpha
1 month ago
JXI: Utilities Dashboard For March
This article series reports subsector metrics in utilities, aiding top-down analysis and stock picking. Water utilities are undervalued by 12% based on 11-year averages, while electricity/multi-utilities are overvalued by 15%. JXI ETF offers global utilities exposure, but fees and underperformance make it uncompelling compared to a domestic benchmark.
Neutral
Seeking Alpha
7 months ago
JXI: Utilities Dashboard For September
The utilities sector is moderately overvalued compared to 11-year averages, with gas utilities near baseline and other subsectors overvalued by 8%-12%. iShares Global Utilities ETF offers global utilities exposure and is more diversified than XLU, but with 66% U.S. assets and a significant concentration in top holdings. 10 utilities stocks cheaper than their peers in September.
Positive
Yahoo Finance
1 year ago
How AI fits into the future of utility stocks
The utilities sector (XLU) has remained nearly flat year-to-date when compared to the massive gains seen in other sectors in 2024, such as technology. Citi Equity Analyst Ryan Levine believes that the utilities sector's poor performance has gone on for too long, pointing to AI as "the real emerging story" that will "create a demand growth for the industry at large.
Positive
Barrons
1 year ago
Utilities Could Be Better Bets Than Bonds This Year
With the Fed and ECB set to lower rates later in 2024, big dividend-paying utilities could thrive.
Charts implemented using Lightweight Charts™