IVLU – iShares Edge MSCI Intl Value Factor ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the MSCI World ex USA Enhanced Value Index. The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index. The index is based on a traditional market capitalization-weighted parent index, the MSCI World ex USA Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IVLU	iShares Edge MSCI Intl Value Factor ETF	ETF	Open			Jun 16, 2015	$4.45B	0.310%	—	—	$1.12B

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