A sound investment process and strong management team underpin iShares US Infrastructure ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.  

 The strategy's sensible investment philosophy merits a High Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained a significant overweight position in quality exposure and volatility exposure compared with category peers. A high quality exposure means holding stocks that are consistently profitable, growing, and have solid balance sheets. And high volatility exposure is rooted in stocks that have a higher standard deviation of returns. The team managing the passive product drives the strategy's Above Average People Pillar rating. The strategy has a solid parent that earns an Above Average Parent Pillar rating. This firm has had overall low fees and a strong success ratio across its product lineup.

Analyst Rating

Duke Energy

Xcel Energy

Southern Company

PG&E

OGE Energy

WEC Energy Group

Sempra Energy

Fortis

Pinnacle West Capital

DTE Energy

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category benchmark on a risk-adjusted basis over the long term. iShares US Infrastructure ETF earns a High Process Pillar rating. The leading factor in the rating is that this fund tracks an index. Historical data, like Morningstar's Active/Passive Barometer, finds that passively managed funds have generally outperformed their active counterparts, especially over longer time horizons. Strong risk-adjusted performance also strengthens the process. This can be seen in the fund's five-year alpha calculated relative to the category index, which suggests that the process was successful over that period. The parent firm's five-year risk-adjusted success ratio of 60% supports the rating. The measure indicates the percentage of a firm's funds that survived and beat their respective category's median Morningstar Risk-Adjusted Return for the period. Their relatively high success ratio suggests that this firm does well for investors and that this fund may benefit from that.

The investment strategy as stated in the fund's prospectus is:  The investment seeks to track the NYSE® FactSet U.S. Infrastructure Index (the "underlying index") composed of equities of U.S. companies that have infrastructure exposure and that could benefit from a potential increase in domestic infrastructure activities.  The fund will invest at least 80% of its assets in the component securities of the index and in investments that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index, and but which BFA believes will help the fund track the index. 

 The portfolio is overweight in basic materials by 14.6 percentage points in terms of assets compared with the category average, and its consumer cyclical allocation is similar to the category. The sectors with low exposure compared to category peers are utilities and real estate, underweight the average by 5.6 and 4.1 percentage points of assets, respectively. The portfolio is composed of 160 holdings and its assets are more dispersed than peers in the category. In particular, 7.6% of the fund’s assets are concentrated in the top 10 fund holdings, compared to the category average's 27.9%. And finally, in terms of portfolio turnover, this portfolio's holdings turn over more often than comparable products in its peer group, possibly resulting in higher costs for investors and a drag on performance.

High

Process

iShares US Infrastructure ETF's strong team drives the strategy's Above Average People Pillar rating. There are three managers listed on the fund: Paul Whitehead, Jennifer Hsui, Greg Savage. The team is well equipped, with an average of 17 years of portfolio management experience. Together, they manage a total of 258 strategies, with a Silver asset-weighted average Morningstar Medalist Rating, indicating the potential to deliver positive alpha relative to the category median in aggregate. The team has undergone a bout of turnover recently, with Amy Whitelaw leaving within the last five months. Even though it is a passive fund, high turnover can still hinder the effectiveness of the investment process. 

 Note: This People Pillar rating is indirectly assigned by an analyst. Morningstar analysts evaluate the People Pillar for passive products at the brand level and may also differentiate by asset class. There is at least one other passive strategy at the firm that is covered by a Morningstar analyst, so the People Pillar rating of the fund is inherited from the rating that the Morningstar analyst assigned to investment vehicles under the same brand name.

Above Average

People

BlackRock offers compelling options across asset classes and vehicles. It earns an Above Average rating for Parent. 
The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.  
The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness. 
More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.
BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

Parent

iShares US Infrastructure ETF

IFRA tracks an index of US-listed infrastructure companies that derive a significant portion of their revenue from within the US.

SPDR Portfolio S&P 500 High Dividend ETF

Vanguard Energy ETF

Health Care Select Sector SPDR Fund

First Trust Materials AlphaDEX Fund

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These funds can then be complemented by thematic ETFs that target a specific industry or economic theme. Here are three specialized ETFs that deserve a spot in any long-term growth portfolio.

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iShares Floating Rate Bond ETF

iShares U.S. Real Estate ETF

iShares MSCI USA Quality Factor ETF

iShares 0-5 Year TIPS Bond ETF

iShares TIPS Bond ETF

iShares MSCI USA Value Factor ETF

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Brookfield Infrastructure Partners L.P.

Caterpillar

Crown Castle International

Enterprise Products Partners

Fluor

Nucor

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iShares Global Clean Energy ETF

iShares Cloud 5G and Tech ETF

iShares Self-Driving EV and Tech ETF

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First Trust RBA American Industrial Renaissance ETF

Fidelity MSCI Industrials Index ETF

First Trust Water ETF

Global X U.S. Infrastructure Development ETF

Invesco Water Resources ETF

Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sector ETF

Global X Data Center REITs & Digital Infrastructure ETF

Industrial Select Sector SPDR Fund

The passage of the $1 trillion bill could provide long-term support for these ETFs.

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Invesco S&P SmallCap Industrials ETF

ProShares DJ Brookfield Global Infrastructure ETF

Materials Select Sector SPDR Fund

Energy Select Sector SPDR Fund

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iShares Core Aggressive Allocation ETF

iShares Core Conservative Allocation ETF

iShares Core Moderate Allocation ETF

iShares Core Growth Allocation ETF

iShares MSCI USA Equal Weighted ETF

iShares GNMA Bond ETF

The affected funds include the firm's lineup of asset allocation ETFs.

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IFRA appears undervalued based on a fair cost of equity for the portfolio, which is relatively low risk. U.S. infrastructure companies should in theory benefit from a scaling up in infrastructure spend. Earnings growth rates are likely to remain safely positive as analysts forecast.

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iShares China Large-Cap ETF

iShares India 50 ETF

KraneShares CSI China Internet ETF

United States Oil Fund LP

Invesco DB US Dollar Index Bullish Fund

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First Trust North American Energy Infrastructure Fund

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Global X Clean Water ETF

First Trust Nasdaq Transportation ETF

First Trust Industrials/Producer Durables AlphaDEX Fund

UBS London ETRACS Monthly Reset 2xLeveraged ETN 2015-13.3.45 Sr Lkd to ISE Exclusively Homebldrs Idx Ser A

Hoya Capital Housing ETF

iShares U.S. Aerospace & Defense ETF

iShares U.S. Home Construction ETF

iShares U.S. Industrials ETF

iShares Transportation Average ETF

John Hancock Multifactor Industrials ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Invesco Dynamic Building & Construction ETF

Invesco Aerospace & Defense ETF

Invesco DWA Industrials Momentum Portfolio

Invesco S&P 500 Equal Weight Industrials ETF

SPDR S&P Kensho Final Frontiers ETF

ProShares UltraShort Industrials

ProShares Ultra Industrials

Vanguard Industrials ETF

SPDR S&P Aerospace & Defense ETF

SPDR S&P Homebuilders ETF

SPDR S&P Transportation ETF

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Global X Autonomous & Electric Vehicles ETF

Vanguard Telecommunication Services ETF

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With the passage of a $1 trillion infrastructure package, investors can turn to an infrastructure sector-specific exchange traded fund to capture the ambitious build-out from the country's biggest investment of roads, bridges, airports, and waterways in decades. For example, investors can look to assets like the iShares U.S. Infrastructure ETF (Cboe: IFRA), which tracks the [.

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On Aug 1, Senate introduced a bipartisan infrastructure bill of $550 billion in addition to the previously approved funds of $450 billion for five years.

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Evoqua Water Technologies

ChargePoint Holdings

Deere & Company

EVgo

Xylem

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SPDR Dow Jones Industrial Average ETF

iShares MSCI USA ESG Optimized ETF

iShares Core MSCI Europe ETF

iShares Core S&P Small Cap ETF

iShares Core S&P 500 ETF

iShares Russell 1000 Value ETF

iShares Russell 1000 Growth ETF

Invesco QQQ

iShares PHLX Semiconductor ETF

SPDR S&P 500 ETF Trust

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Amplify Lithium & Battery Technology ETF

Global X Lithium & Battery Tech ETF

Look beyond infrastructure-related ETFs to find opportunity created by the largest-ever infrastructure plan coming later this summer.

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Amplify Seymour Cannabis ETF

iShares Russell 2000 ETF

SPDR S&P Bank ETF

Invesco Dynamic Leisure and Entertainment ETF

US Global Jets ETF

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iShares U.S. Basic Materials ETF

ETFMG Alternative Harvest ETF

iShares MSCI USA Momentum Factor ETF

Invesco DWA Momentum ETF

Invesco Solar ETF

AXS Cannabis ETF

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ETFMG Treatments Testing & Advancements ETF

Arrow Dow Jones Global Yield ETF

VanEck Rare Earth/Strategic Metals ETF

Schwab U.S. Large-Cap Growth ETF

ARK Industrial Innovation ETF

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News for iShares US Infrastructure ETF ETF (IFRA)