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 13.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Murphy USA Inc | 1.58 | 14.2 Mil | Consumer Cyclical |
Chemed Corp | 1.55 | 13.9 Mil | Healthcare |
Landstar System Inc | 1.47 | 13.2 Mil | Industrials |
Old Republic International Corp | 1.47 | 13.1 Mil | Financial Services |
Royal Gold Inc | 1.37 | 12.3 Mil | Basic Materials |
Agree Realty Corp | 1.26 | 11.3 Mil | Real Estate |
RLI Corp | 1.20 | 10.7 Mil | Financial Services |
Selective Insurance Group Inc | 1.20 | 10.7 Mil | Financial Services |
Exelixis Inc | 1.19 | 10.7 Mil | Healthcare |
AptarGroup Inc | 1.16 | 10.4 Mil | Healthcare |