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
The People Pillar is our evaluation of the SMMV 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 SMMV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Pinnacle West Capital Corp | 1.52 | 4M | Utilities |
New York Times Co Class A | 1.42 | 4M | Communication Services |
Agree Realty Corp | 1.40 | 4M | Real Estate |
Omega Healthcare Investors Inc | 1.36 | 4M | Real Estate |
RenaissanceRe Holdings Ltd | 1.24 | 3M | Financial Services |
Idacorp Inc | 1.24 | 3M | Utilities |
OGE Energy Corp | 1.21 | 3M | Utilities |
CareTrust REIT Inc | 1.12 | 3M | Real Estate |
FirstCash Holdings Inc | 1.11 | 3M | Financial Services |
The Hanover Insurance Group Inc | 1.08 | 3M | Financial Services |
United States