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.
iShares U.S. Small-Cap Equity Factor ETF SMLF
Morningstar’s Analysis SMLF
Will SMLF 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
EMCOR Group Inc | 1.20 | 47M | Industrials |
Sterling Infrastructure Inc | 1.09 | 43M | Industrials |
Flex Ltd | 1.07 | 42M | Technology |
nVent Electric PLC | 0.94 | 37M | Industrials |
Jabil Inc | 0.91 | 36M | Technology |
Interactive Brokers Group Inc Class A | 0.82 | 32M | Financial Services |
BlackRock Cash Funds Treasury SL Agency | 0.80 | 31M | Cash and Equivalents |
Astera Labs Inc | 0.80 | 31M | Technology |
Mueller Industries Inc | 0.68 | 27M | Industrials |
Tapestry Inc | 0.65 | 25M | Consumer Cyclical |
United States