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iShares Morningstar Small-Cap Value ETF ISCV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ISCV

Will ISCV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in iShares Morningstar Small-Cap Value ETF’s People Pillar and Parent Pillar drive this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Rated on Published on

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Portfolio Holdings ISCV

  • Current Portfolio Date
  • Equity Holdings 1153
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 4.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.50
1,772,738
Healthcare
0.50
1,756,195
Consumer Cyclical
0.48
1,714,730
Healthcare
0.48
1,705,421
Financial Services
0.45
1,602,509
Consumer Cyclical
0.41
1,466,165
Consumer Cyclical
0.41
1,455,705
Energy
0.40
1,424,785
Healthcare
0.40
1,413,365
Industrials
0.39
1,367,346
Industrials