IShares US Equity Factor Rotation Active ETF notched solid performance since it refined its strategy in 2022. However, more time is needed to determine if that was due to smart positioning or good fortune.
iShares U.S. Equity Factor Rotation Active ETF DYNF
Morningstar’s Analysis DYNF
Will DYNF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DYNF 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 DYNF’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.72 | 3B | Technology |
Apple Inc | 7.85 | 3B | Technology |
Microsoft Corp | 4.45 | 2B | Technology |
Amazon.com Inc | 3.93 | 1B | Consumer Cyclical |
Broadcom Inc | 3.51 | 1B | Technology |
JPMorgan Chase & Co | 3.29 | 1B | Financial Services |
Exxon Mobil Corp | 2.89 | 1B | Energy |
Lam Research Corp | 2.84 | 1B | Technology |
Alphabet Inc Class A | 2.64 | 974M | Communication Services |
Cisco Systems Inc | 2.45 | 906M | Technology |
United States