IShares MSCI USA Minimum Volatility Factor ETF USMV is a well-crafted low-volatility fund that has proved its mettle in bear markets. It offers downside protection that should continue to breed a more attractive risk/reward profile than the Russell 1000 Index, meriting a Morningstar Medalist Rating of Silver.
iShares MSCI USA Min Vol Factor ETF USMV
Morningstar’s Analysis USMV
Will USMV 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 16.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 2.04 | 503.9 Mil | Technology |
International Business Machines Corp | 1.71 | 423.5 Mil | Technology |
Waste Management Inc | 1.70 | 420.7 Mil | Industrials |
Waste Connections Inc | 1.68 | 416.5 Mil | Industrials |
Merck & Co Inc | 1.64 | 404.9 Mil | Healthcare |
Republic Services Inc | 1.62 | 399.6 Mil | Industrials |
Progressive Corp | 1.58 | 391.7 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 1.56 | 386.4 Mil | Financial Services |
Amphenol Corp Class A | 1.55 | 382.3 Mil | Technology |
Microsoft Corp | 1.53 | 377.4 Mil | Technology |