The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE 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 18.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.81 | 1.3 Bil | Financial Services |
JPMorgan Chase & Co | 2.83 | 927.1 Mil | Financial Services |
Exxon Mobil Corp | 2.27 | 744.6 Mil | Energy |
Johnson & Johnson | 1.96 | 641.7 Mil | Healthcare |
UnitedHealth Group Inc | 1.45 | 474.3 Mil | Healthcare |
Chevron Corp | 1.39 | 454.6 Mil | Energy |
Walmart Inc | 1.33 | 437.7 Mil | Consumer Defensive |
Bank of America Corp | 1.25 | 410.8 Mil | Financial Services |
The Home Depot Inc | 1.20 | 394.4 Mil | Consumer Cyclical |
Procter & Gamble Co | 1.19 | 390.3 Mil | Consumer Defensive |