(JXI) iShares Global Utilities - Ratings and Ratios

The iShares Global Utilities ETF (NYSE ARCA: JXI) is designed to track the performance of an index composed of global utility companies. The fund typically allocates at least 80% of its assets to securities included in its underlying index or to investments with similar economic characteristics. It may also utilize derivatives, such as futures, options, and swap contracts, as well as hold cash and cash equivalents, to manage risk or enhance returns. This approach allows the fund to closely align with the performance of its benchmark while maintaining flexibility in its investment strategy.

Over the next three months, JXI is expected to show moderate price movement, supported by stable demand for utilities and potential tailwinds from renewable energy investments. Technically, the funds price is trading above its 200-day moving average, indicating a positive long-term trend. The 20-day moving average is slightly above the 50-day moving average, suggesting short-term momentum. With an average true range (ATR) of 0.78, volatility is expected to remain low. Fundamentally, the utility sector is anticipated to benefit from increased infrastructure spending and a shift toward greener energy sources, which could drive incremental inflows into the fund. AUM growth may stabilize or increase slightly as investor interest in defensive sectors persists.