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iShares Focused Value Factor ETF FOVL

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

Morningstar’s Analysis FOVL

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of iShares Focused Value Factor ETF's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 FOVL

More FOVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toll Brothers Inc

3.51 637,189
Consumer Cyclical

Pinnacle Financial Partners Inc

3.25 591,275
Financial Services

Interactive Brokers Group Inc Class A

3.24 589,189
Financial Services

Builders FirstSource Inc

3.23 586,843
Industrials

Frontier Communications Parent Inc

3.09 561,129
Communication Services

Stifel Financial Corp

3.07 558,326
Financial Services

JPMorgan Chase & Co

2.94 534,000
Financial Services

Capital One Financial Corp

2.92 530,762
Financial Services

White Mountains Insurance Group Ltd

2.92 529,956
Financial Services

Westlake Corp

2.86 519,325
Basic Materials