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Morningstar

iShares MSCI USA Sm-Cp Min Vol Fctr ETF SMMV

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

Morningstar’s Analysis SMMV

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

  • People Pillar

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

iShares MSCI USA Sm-Cp Min Vol Fctr ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMMV

More SMMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Murphy USA Inc

1.67 13.0 Mil
Consumer Cyclical

Royal Gold Inc

1.56 12.1 Mil
Basic Materials

Old Republic International Corp

1.52 11.8 Mil
Financial Services

Landstar System Inc

1.42 11.1 Mil
Industrials

Chemed Corp

1.31 10.2 Mil
Healthcare

Agree Realty Corp

1.31 10.2 Mil
Real Estate

Axis Capital Holdings Ltd

1.23 9.6 Mil
Financial Services

Sprouts Farmers Market Inc

1.19 9.3 Mil
Consumer Defensive

AptarGroup Inc

1.18 9.2 Mil
Healthcare

RLI Corp

1.18 9.2 Mil
Financial Services