IShares MSCI USA Multifactor ETF LRGF offers pronounced exposure to the value, quality, momentum, and small-size factors while mimicking the risk profile of its parent index, the MSCI USA Index. As it takes a good amount of active risk, the fund will inevitably experience stretches of underperformance, but its shrewd implementation of these factor bets and low fee should give it an edge over the long term. It retains its Morningstar Analyst Rating of Silver.
Will LRGF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRGF’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LRGF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LRGF’s parent organization’s priorities and whether they’re in line with investors’ interests.