The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares MSCI USA Sm-Cp Min Vol Fctr ETF SMMV
Morningstar’s Analysis SMMV
Will SMMV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Murphy USA Inc | 1.61 | 12.2 Mil | Consumer Cyclical |
Old Republic International Corp | 1.50 | 11.4 Mil | Financial Services |
Royal Gold Inc | 1.50 | 11.4 Mil | Basic Materials |
Chemed Corp | 1.50 | 11.4 Mil | Healthcare |
Landstar System Inc | 1.40 | 10.6 Mil | Industrials |
Agree Realty Corp | 1.30 | 9.9 Mil | Real Estate |
RLI Corp | 1.21 | 9.2 Mil | Financial Services |
Selective Insurance Group Inc | 1.21 | 9.2 Mil | Financial Services |
Exelixis Inc | 1.18 | 9.0 Mil | Healthcare |
Flowers Foods Inc | 1.17 | 8.9 Mil | Consumer Defensive |