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iShares MSCI USA Size Factor ETF SIZE

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SIZE

  • Current Portfolio Date
  • Equity Holdings 610
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 2.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

0.33
1,100,359
Cash and Equivalents
0.25
855,857
Technology
0.24
808,295
Financial Services
0.22
732,058
Consumer Cyclical
0.21
723,128
Consumer Cyclical
0.21
711,360
Technology
0.20
687,882
Technology
0.20
685,482
Communication Services
0.20
680,551
Consumer Cyclical