iShares MSCI USA Size Factor ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares MSCI USA Size Factor ETF SIZE
Morningstar’s Analysis SIZE
Will SIZE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 2.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Dell Technologies Inc Ordinary Shares - Class C | 0.29 | 1M | Technology |
Credo Technology Group Holding Ltd | 0.28 | 1M | Technology |
Astera Labs Inc | 0.28 | 1M | Technology |
Marvell Technology Inc | 0.28 | 1M | Technology |
Hewlett Packard Enterprise Co | 0.27 | 1M | Technology |
Okta Inc Class A | 0.26 | 1M | Technology |
Best Buy Co Inc | 0.26 | 1M | Consumer Cyclical |
NetApp Inc | 0.25 | 1M | Technology |
SharkNinja Inc | 0.25 | 1M | Consumer Cyclical |
KLA Corp | 0.25 | 1M | Technology |
United States