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Morningstar

iShares® ESG Screened S&P Small-Cap ETF XJR

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis XJR

Will XJR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XJR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XJR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XJR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares ® ESG Screened S&P Small-Cap ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XJR

More XJR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.85 2.0 Mil
Cash and Equivalents

Abercrombie & Fitch Co Class A

0.94 676,075
Consumer Cyclical

Fabrinet

0.87 625,750
Technology

ATI Inc

0.71 512,162
Industrials

SPS Commerce Inc

0.66 474,127
Technology

Ensign Group Inc

0.66 472,579
Healthcare

SPX Technologies Inc

0.62 442,040
Industrials

Meritage Homes Corp

0.60 427,547
Consumer Cyclical

AeroVironment Inc

0.59 423,908
Industrials

Glaukos Corp

0.54 389,751
Healthcare