Morningstar

iShares S&P 500 3% Capped ETF TOPC

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

Morningstar’s Analysis TOPC

Will TOPC 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 TOPC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P 500 3% Capped 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 TOPC

More TOPC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

3.11 965,361
Technology

NVIDIA Corp

3.05 944,840
Technology

Broadcom Inc

3.01 935,031
Technology

Amazon.com Inc

3.00 929,820
Consumer Cyclical

Microsoft Corp

2.79 866,092
Technology

Meta Platforms Inc Class A

2.69 835,555
Communication Services

Tesla Inc

2.07 641,812
Consumer Cyclical

Micron Technology Inc

2.06 638,045
Technology

JPMorgan Chase & Co

1.70 528,736
Financial Services

Eli Lilly and Co

1.69 524,406
Healthcare

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