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iShares Edge MSCI Intl Value Factor ETF IVLU

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

Morningstar’s Analysis IVLU

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVLU

More IVLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

2.46 42.5 Mil
Consumer Cyclical

HSBC Holdings PLC

2.05 35.3 Mil
Financial Services

British American Tobacco PLC

2.05 35.3 Mil
Consumer Defensive

Novartis AG Registered Shares

2.00 34.6 Mil
Healthcare

Shell PLC

1.95 33.7 Mil
Energy

Sanofi SA

1.81 31.3 Mil
Healthcare

Stellantis NV

1.73 29.9 Mil
Consumer Cyclical

Mitsubishi Corp

1.59 27.4 Mil
Industrials

Banco Santander SA

1.50 25.9 Mil
Financial Services

Roche Holding AG

1.45 25.0 Mil
Healthcare