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Morningstar

iShares Morningstar Small-Cap Value ETF ISCV

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

Morningstar’s Analysis ISCV

Will ISCV 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 ISCV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISCV 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 ISCV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin iShares Morningstar Small-Cap Value ETF's Morningstar Medalist Rating of Silver.

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 ISCV

More ISCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tenet Healthcare Corp

0.65 2.6 Mil
Healthcare

Dick's Sporting Goods Inc

0.64 2.6 Mil
Consumer Cyclical

Toll Brothers Inc

0.62 2.5 Mil
Consumer Cyclical

Carvana Co Class A

0.55 2.2 Mil
Consumer Cyclical

Bath & Body Works Inc

0.52 2.1 Mil
Consumer Cyclical

Ally Financial Inc

0.50 2.0 Mil
Financial Services

East West Bancorp Inc

0.50 2.0 Mil
Financial Services

Tapestry Inc

0.47 1.9 Mil
Consumer Cyclical

First Horizon Corp

0.42 1.7 Mil
Financial Services

Fortune Brands Innovations Inc

0.42 1.7 Mil
Industrials