Morningstar

iShares S&P 500 Value ETF IVE

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

Morningstar’s Analysis IVE

Will IVE outperform in the 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 IVE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P 500 Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IVE

More IVE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.33 4B
Technology

Amazon.com Inc

3.79 2B
Consumer Cyclical

ExxonMobil Holdings Corp

2.40 1B
Energy

Walmart Inc

1.77 897M
Consumer Defensive

Costco Wholesale Corp

1.48 750M
Consumer Defensive

Chevron Corp

1.47 744M
Energy

Intel Corp

1.39 706M
Technology

Tesla Inc

1.32 667M
Consumer Cyclical

Procter & Gamble Co

1.25 635M
Consumer Defensive

UnitedHealth Group Inc

1.25 634M
Healthcare

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