The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares MSCI USA Sm-Cp Min Vol Fctr ETF SMMV
Morningstar’s Analysis SMMV
Will SMMV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Murphy USA Inc | 1.65 | 12.5 Mil | Consumer Cyclical |
AptarGroup Inc | 1.50 | 11.4 Mil | Healthcare |
Old Republic International Corp | 1.48 | 11.2 Mil | Financial Services |
Chemed Corp | 1.48 | 11.2 Mil | Healthcare |
Royal Gold Inc | 1.40 | 10.6 Mil | Basic Materials |
Agree Realty Corp | 1.36 | 10.3 Mil | Real Estate |
Axis Capital Holdings Ltd | 1.34 | 10.1 Mil | Financial Services |
Exelixis Inc | 1.27 | 9.6 Mil | Healthcare |
Selective Insurance Group Inc | 1.23 | 9.3 Mil | Financial Services |
HealthEquity Inc | 1.19 | 9.0 Mil | Healthcare |