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Morningstar

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 sound investment process and strong management team underpin iShares Focused Value Factor ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest 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 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interactive Brokers Group Inc Class A

3.50 627,595
Financial Services

Toll Brothers Inc

3.41 610,749
Consumer Cyclical

Frontier Communications Parent Inc

3.14 562,881
Communication Services

JPMorgan Chase & Co

3.10 555,302
Financial Services

Pinnacle Financial Partners Inc

3.07 550,917
Financial Services

Stifel Financial Corp

3.00 538,729
Financial Services

Axis Capital Holdings Ltd

3.00 538,363
Financial Services

Westlake Corp

2.98 534,538
Basic Materials

Synovus Financial Corp

2.87 514,918
Financial Services

White Mountains Insurance Group Ltd

2.87 514,165
Financial Services