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iShares Global Healthcare ETF – IXJ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
108.390.83 (+0.77%)86.31 - 111.1433.8 thousand (Below Avg)

Market data as of 3:58PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - IXJ

The investment seeks to track the investment results of an index composed of global equities in the healthcare sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Health Care Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Previous Close107.56
Day's Range107.68 - 108.75
Avg Volume (10 Day)117.9K
Total Assets$1.60B
Expense Ratio0.48%
Yield (Trailing 12 Mo.)1.29%
Fund Inception11/13/2001

Trailing Total Returns - IXJ

as of 02/28/2015
TimeframeIXJS&P 500Health
1 Month4.49%5.75%6.20%
3 Month3.83%2.31%8.99%
1 Year16.89%15.51%24.54%
3 Year24.54%18.00%30.35%
5 Year18.06%16.18%23.85%
10 Year10.10%7.99%12.45%
Since Inception7.51%10.71%--

Stock Sector Allocation - IXJ

as of 02/28/2015
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services 0.00%
Real Estate 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%

Top Ten Holdings - IXJ

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - IXJ

as of 02/28/2015
ValuationIXJCategory Range
Price/Cash Flow16.81
Dividend Yield1.91
LT Earnings9.34
Historical Earnings11.86
Sales Growth7.09
Cash-Flow Growth7.61
Book-Value Growth5.81
Key:  Lo 

Morningstar Summary - IXJ, 3 Year

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

Risk Analysis - IXJ, 3 Year

Standard Deviation9.76
Sharpe Ratio2.31

Tax Analysis - IXJ, 3 Year Avg

Pretax Return24.54%
Tax-adjusted Return24.06%
Tax Cost Ratio0.39%
Potential Cap Gains29.29%

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