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Morningstar

iShares MSCI Intl Size Factor ETF ISZE

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

Morningstar’s Analysis ISZE

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

  • People Pillar

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

iShares MSCI Intl Size Factor ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISZE

More ISZE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nitori Holdings Co Ltd

0.27 13,950
Consumer Cyclical

Novonesis AS Class B

0.24 12,461
Basic Materials

JPY CASH

0.23 11,975
Cash and Equivalents

Screen Holdings Co Ltd

0.23 11,683
Technology

SUMCO Corp

0.22 11,487
Technology

USD CASH

0.22 11,476
Cash and Equivalents

Hoya Corp

0.22 11,466
Healthcare

Daito Trust Construction Co Ltd

0.21 10,881
Real Estate

Rheinmetall AG

0.21 10,877
Industrials

Lundin Mining Corp

0.20 10,420
Basic Materials