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Morningstar

iShares Intl Dev Sm Cp Val Fctr ETF ISVL

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

Morningstar’s Analysis ISVL

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Intl Dev Sm Cp Val Fctr ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISVL

More ISVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ARC Resources Ltd

1.99 3.8 Mil
Energy

Kinross Gold Corp

1.60 3.0 Mil
Basic Materials

Lundin Mining Corp

1.38 2.6 Mil
Basic Materials

iA Financial Corp Inc

1.16 2.2 Mil
Financial Services

MEG Energy Corp

1.14 2.2 Mil
Energy

AltaGas Ltd

1.08 2.1 Mil
Energy

West Fraser Timber Co.Ltd

1.07 2.0 Mil
Basic Materials

Celestica Inc Common Stock

0.98 1.9 Mil
—

BPER Banca SpA

0.95 1.8 Mil
Financial Services

Bawag Group AG Ordinary Shares

0.88 1.7 Mil
Financial Services