iShares US Telecommunications (IYZ)

Add to Watchlists
Create an Alert
32.61 -0.09  -0.28% NYSE Arca May 26, 20:00 Delayed 2m USD
View Full Chart
IYZ Price Chart

IYZ Key Stats

IYZ Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -5.67% -0.33% 100
3M -2.85% 1.90% 94
6M 1.59% 8.95% 96
1Y 11.87% 11.81% 90
3Y 7.49% 5.77% 52
5Y 11.96% 11.23% 37
As of May 26, 2017
Returns for periods of 1 year and above are annualized.

IYZ Asset Allocation

Type % Net % Long % Short
Cash 0.12% 0.12% 0.00
Stock 99.88% 99.88% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of May 24, 2017

IYZ Region Exposure

Americas 100.0%
North America 100.0%
Latin America 0.00
Greater Europe 0.00
United Kingdom 0.00
Europe Developed 0.00
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.00
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.00
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00
As of May 24, 2017
Region breakdown data is calculated by using the long position holdings of the portfolio.

IYZ Stock Sector Exposure

Basic Materials 0.00
Communication Services 100.0%
Consumer Cyclical 0.00
Consumer Defensive 0.00
Energy 0.00
Financial Services 0.00
Healthcare 0.00
Industrials 0.00
Real Estate 0.00
Technology 0.00
Utilities 0.00
As of May 24, 2017

IYZ Stock Market Capitalization

Giant 18.30%
Large 18.64%
Medium 6.58%
Small 25.31%
Micro 31.18%
As of May 24, 2017

IYZ Stock Style Exposure

Large Cap Value 23.45%
Large Cap Blend 6.76%
Large Cap Growth 7.05%
Mid Cap Value 6.63%
Mid Cap Blend 0.00
Mid Cap Growth 0.00
Small Cap Value 28.08%
Small Cap Blend 19.73%
Small Cap Growth 8.31%
As of May 24, 2017
View More Holdings

IYZ Top 10 Holdings

Symbol Name % Weight Price % Chg
T AT&T Inc 9.33% 38.12 -0.29%
VZ Verizon Communications Inc 8.95% 45.32 +0.02%
TMUS T-Mobile US Inc 6.98% 67.80 -0.09%
GNCMA General Communication Inc Class A 6.73% 36.60 -0.65%
LVLT Level 3 Communications Inc 6.69% 59.47 -0.34%
CTL CenturyLink Inc 6.57% 24.80 -0.52%
GSAT Globalstar Inc 5.24% 2.17 -4.41%
S Sprint Corp 4.95% 8.40 +0.84%
TDS Telephone and Data Systems Inc 4.86% 27.86 -0.82%
SHEN Shenandoah Telecommunications Co 4.54% 30.48 -0.08%
As of May 24, 2017
Advertisement

IYZ Ratings

Fiduciary Score Upgrade

IYZ One Page Reports

IYZ Basic Info

Style
Equity Style Mid Cap/Value
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Communications
Prospectus Objective Specialty - Communications
Fund Owner Firm Name iShares
Benchmark Index
DJ US Select Telecom TR USD
100.0%

IYZ Manager Info

Name Tenure
Alan Mason 1.04 yrs
Diane Hsiung 9.34 yrs
Greg Savage 9.34 yrs
Jennifer Hsui 4.67 yrs

IYZ Net Fund Flows

1M -51.53M
3M -224.73M
6M -26.97M
YTD -40.72M
1Y -123.49M
3Y -133.52M
5Y -137.14M
10Y -498.08M
As of April 30, 2017

IYZ Risk Info

Beta (5Y) 0.8277
Max Drawdown (All) 79.57%
Historical Sharpe (10Y) 0.256
Historical Sortino (All) 0.1008
30-Day Rolling Volatility 19.53%
Daily Value at Risk (VaR) 1% (All) 4.42%
Monthly Value at Risk (VaR) 1% (All) 17.36%

IYZ Fundamentals

Dividend Yield TTM (5-26-17) 2.64%
SEC Yield (12-31-15) 2.34%
Weighted Average PE Ratio 23.22
Weighted Average Price to Sales Ratio 0.8847
Weighted Average Price to Book Ratio 1.814
Weighted Median ROE 3.96%
Weighted Median ROA 0.19%
Forecasted Dividend Yield 2.70%
Forecasted PE Ratio 25.59
Forecasted Price to Sales Ratio 0.9364
Forecasted Price to Book Ratio 1.693
Number of Holdings 23
As of May 24, 2017

IYZ Growth Estimates

Forecasted 5 Yr Earnings Growth 5.66%
Forecasted Book Value Growth -5.69%
Forecasted Cash Flow Growth -4.80%
Forecasted Earnings Growth -13.46%
Forecasted Revenue Growth 4.38%
As of May 24, 2017

IYZ Comparables

Edit

IYZ Attributes

Key Dates
Inception Date 5/22/2000
Last Annual Report Date 3/31/2016
Last Prospectus Date 8/1/2016
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

IYZ Excel Add-In Codes

  • Name: =YCI("IYZ","name")
  • Broad Asset Class: =YCI("IYZ", "broad_asset_class")
  • Broad Category: =YCI("IYZ", "broad_category_group")
  • Prospectus Objective: =YCI("IYZ", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

You've hit the 10 page limit on YCharts.

Experience the power of YCharts.
Start your Free 7-Day Trial.

Start My Free Trial No credit card required.

Already a subscriber? Sign in.

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.