iShares MSCI USA Sm-Cp Min Vol Fctr ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV
Morningstar’s Analysis SMMV
Will SMMV outperform in the 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 12.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
RenaissanceRe Holdings Ltd | 1.49 | 4M | Financial Services |
Pinnacle West Capital Corp | 1.47 | 4M | Utilities |
Omega Healthcare Investors Inc | 1.35 | 4M | Real Estate |
The Hanover Insurance Group Inc | 1.24 | 3M | Financial Services |
Agree Realty Corp | 1.21 | 3M | Real Estate |
OGE Energy Corp | 1.17 | 3M | Utilities |
Idacorp Inc | 1.15 | 3M | Utilities |
New York Times Co Class A | 1.15 | 3M | Communication Services |
Service Corp International | 1.10 | 3M | Consumer Cyclical |
BJ's Wholesale Club Holdings Inc | 1.07 | 3M | Consumer Defensive |