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iShares U.S. Equity Factor ETF LRGF

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis LRGF

Will LRGF outperform in future?

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

Conservative and cost-efficient.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. IShares U.S. Equity Factor ETF LRGF remains a conservative multifactor strategy whose comprehensive constraints water down its factor exposure. The fund is cheap and has sensible components, but its modest and uneven factor tilts dull its edge. The following text is from April 19, 2023.

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Portfolio Holdings LRGF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.65 122.6 Mil
Technology

Apple Inc

5.29 97.5 Mil
Technology

NVIDIA Corp

4.52 83.4 Mil
Technology

Amazon.com Inc

2.97 54.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.15 39.6 Mil
Communication Services

Alphabet Inc Class C

1.97 36.4 Mil
Communication Services

Broadcom Inc

1.90 35.0 Mil
Technology

JPMorgan Chase & Co

1.54 28.5 Mil
Financial Services

Procter & Gamble Co

1.38 25.4 Mil
Consumer Defensive

Visa Inc Class A

1.33 24.5 Mil
Financial Services