Morningstar

iShares Morningstar Value ETF ILCV

Morningstar Medalist Rating Tracks Morningstar Index
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ILCV

Will ILCV outperform in the 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 ILCV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ILCV 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 ILCV’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Morningstar Value ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ILCV

More ILCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.60 83M
Technology

Microsoft Corp

5.02 63M
Technology

Berkshire Hathaway Inc Class B

2.78 35M
Financial Services

JPMorgan Chase & Co

2.61 33M
Financial Services

Amazon.com Inc

2.38 30M
Consumer Cyclical

Alphabet Inc Class A

2.04 26M
Communication Services

Exxon Mobil Corp

1.92 24M
Energy

Johnson & Johnson

1.77 22M
Healthcare

Alphabet Inc Class C

1.76 22M
Communication Services

Tesla Inc

1.52 19M
Consumer Cyclical

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