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iShares MSCI USA Sm-Cp Min Vol Fctr ETF SMMV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SMMV

Will SMMV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

iShares MSCI USA Sm-Cp Min Vol Fctr ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings SMMV

  • 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