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Morningstar

iShares MSCI USA Size Factor ETF SIZE

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

Morningstar’s Analysis SIZE

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

  • People Pillar

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

iShares MSCI USA 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 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 SIZE

More SIZE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

0.36 1.1 Mil
Technology

Robinhood Markets Inc Class A

0.32 992,645
Financial Services

Broadcom Inc

0.31 949,311
Technology

Coinbase Global Inc Ordinary Shares - Class A

0.30 917,471
Financial Services

Vistra Corp

0.29 896,522
Utilities

Vertiv Holdings Co Class A

0.26 788,880
Industrials

Dick's Sporting Goods Inc

0.26 784,612
Consumer Cyclical

Bath & Body Works Inc

0.24 737,800
Consumer Cyclical

Toast Inc Class A

0.24 727,102
Technology

NRG Energy Inc

0.23 705,508
Utilities