Morningstar

iShares U.S. Small-Cap Equity Factor ETF SMLF

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

Morningstar’s Analysis SMLF

Will SMLF outperform in the 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 SMLF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares U.S. Small-Cap Eq Fac ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SMLF

More SMLF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

0.95 39M
Industrials

BlackRock Cash Funds Treasury SL Agency

0.90 37M
Cash and Equivalents

nVent Electric PLC

0.87 36M
Industrials

Flex Ltd

0.82 34M
Technology

Everpure Inc Class A

0.81 34M
Technology

Jabil Inc

0.76 31M
Technology

Williams-Sonoma Inc

0.65 27M
Consumer Cyclical

Reliance Inc

0.57 23M
Basic Materials

Mueller Industries Inc

0.55 23M
Industrials

Tenet Healthcare Corp

0.52 22M
Healthcare

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