The portfolio maintains a cost advantage over competitors, priced within the lowest 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 13.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Murphy USA Inc | 1.65 | 13.4 Mil | Consumer Cyclical |
Old Republic International Corp | 1.53 | 12.4 Mil | Financial Services |
Royal Gold Inc | 1.45 | 11.8 Mil | Basic Materials |
Agree Realty Corp | 1.41 | 11.5 Mil | Real Estate |
Chemed Corp | 1.39 | 11.3 Mil | Healthcare |
AptarGroup Inc | 1.37 | 11.1 Mil | Healthcare |
Axis Capital Holdings Ltd | 1.30 | 10.6 Mil | Financial Services |
Exelixis Inc | 1.25 | 10.2 Mil | Healthcare |
Reinsurance Group of America Inc | 1.19 | 9.7 Mil | Financial Services |
OGE Energy Corp | 1.14 | 9.2 Mil | Utilities |