The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares Focused Value Factor ETF FOVL
Morningstar’s Analysis FOVL
Will FOVL 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 30.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Toll Brothers Inc | 3.45 | 1.2 Mil | Consumer Cyclical |
Pinnacle Financial Partners Inc | 3.27 | 1.2 Mil | Financial Services |
Interactive Brokers Group Inc Class A | 3.17 | 1.1 Mil | Financial Services |
Builders FirstSource Inc | 3.15 | 1.1 Mil | Industrials |
Capital One Financial Corp | 3.12 | 1.1 Mil | Financial Services |
JPMorgan Chase & Co | 3.04 | 1.1 Mil | Financial Services |
Stifel Financial Corp | 2.97 | 1.1 Mil | Financial Services |
Westlake Corp | 2.88 | 1.0 Mil | Basic Materials |
White Mountains Insurance Group Ltd | 2.86 | 1.0 Mil | Financial Services |
First Hawaiian Inc | 2.80 | 1.0 Mil | Financial Services |