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 17.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 2.17 | 521.4 Mil | Technology |
Amphenol Corp Class A | 1.78 | 426.8 Mil | Technology |
Merck & Co Inc | 1.73 | 414.7 Mil | Healthcare |
Waste Management Inc | 1.71 | 410.6 Mil | Industrials |
Progressive Corp | 1.68 | 402.0 Mil | Financial Services |
Waste Connections Inc | 1.65 | 396.1 Mil | Industrials |
Republic Services Inc | 1.63 | 390.8 Mil | Industrials |
Berkshire Hathaway Inc Class B | 1.56 | 374.1 Mil | Financial Services |
Microsoft Corp | 1.52 | 365.7 Mil | Technology |
Motorola Solutions Inc | 1.52 | 365.4 Mil | Technology |