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Morningstar

iShares U.S. Small-Cap Eq Fac ETF SMLF

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

Morningstar’s Analysis SMLF

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares U.S. Small-Cap Eq Fac ETF's Morningstar Medalist Rating of 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 SMLF

More SMLF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

0.79 7.9 Mil
Industrials

Deckers Outdoor Corp

0.66 6.6 Mil
Consumer Cyclical

Williams-Sonoma Inc

0.63 6.3 Mil
Consumer Cyclical

BlackRock Cash Funds Treasury SL Agency

0.62 6.2 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

0.59 5.9 Mil
Energy

Popular Inc

0.59 5.9 Mil
Financial Services

Jabil Inc

0.58 5.8 Mil
Technology

Evercore Inc Class A

0.58 5.8 Mil
Financial Services

First Industrial Realty Trust Inc

0.57 5.7 Mil
Real Estate

nVent Electric PLC

0.57 5.7 Mil
Industrials