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iShares Focused Value Factor ETF FOVL

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.

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

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings FOVL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pinnacle Financial Partners Inc

3.34 598,450
Financial Services

Builders FirstSource Inc

3.23 578,128
Industrials

Toll Brothers Inc

3.20 573,075
Consumer Cyclical

Interactive Brokers Group Inc Class A

2.93 524,741
Financial Services

Frontier Communications Parent Inc

2.92 522,826
Communication Services

Stifel Financial Corp

2.91 520,655
Financial Services

White Mountains Insurance Group Ltd

2.89 517,728
Financial Services

Webster Financial Corp

2.88 515,320
Financial Services

JPMorgan Chase & Co

2.87 513,477
Financial Services

Capital One Financial Corp

2.84 509,244
Financial Services