iShares MSCI USA Size Factor ETF SIZE

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SIZE

Will SIZE outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SIZE

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SharkNinja Inc

0.432M
Consumer Cyclical

Okta Inc Class A

0.402M
Technology

Kimberly-Clark Corp

0.392M
Consumer Defensive

Vivmark Residential

0.382M
Real Estate

Veeva Systems Inc Class A

0.352M
Healthcare

Best Buy Co Inc

0.352M
Consumer Cyclical

Atlassian Corp Class A

0.341M
Technology

Mettler-Toledo International Inc

0.321M
Healthcare

Snowflake Inc Ordinary Shares

0.311M
Technology

Natera Inc

0.311M
Healthcare

Sponsor Center