The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 31.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Pinnacle Financial Partners Inc | 3.57 | 676,822 | Financial Services |
Toll Brothers Inc | 3.54 | 670,942 | Consumer Cyclical |
Synovus Financial Corp | 3.26 | 616,783 | Financial Services |
Frontier Communications Parent Inc | 3.17 | 599,618 | Communication Services |
JPMorgan Chase & Co | 3.08 | 584,052 | Financial Services |
Interactive Brokers Group Inc Class A | 3.06 | 579,024 | Financial Services |
Stifel Financial Corp | 3.05 | 577,174 | Financial Services |
First Hawaiian Inc | 2.90 | 549,625 | Financial Services |
Capital One Financial Corp | 2.88 | 545,084 | Financial Services |
Axis Capital Holdings Ltd | 2.87 | 542,944 | Financial Services |