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Morningstar

iShares US Small Cap Value Factor ETF SVAL

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SVAL

Will SVAL outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVAL 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 SVAL’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares US Small Cap Value Factor ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SVAL

More SVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atlantic Union Bankshares Corp

0.98 777,948
Financial Services

BlackRock Cash Funds Treasury SL Agency

0.97 767,555
Cash and Equivalents

Eastern Bankshares Inc Ordinary Shares

0.88 698,545
Financial Services

Provident Financial Services Inc

0.83 654,871
Financial Services

SkyWest Inc

0.68 541,263
Industrials

Axos Financial Inc

0.67 533,264
Financial Services

M/I Homes Inc

0.64 506,722
Consumer Cyclical

Merchants Bancorp

0.63 496,772
Financial Services

Mueller Industries Inc

0.62 487,698
Industrials

Heartland Financial USA Inc

0.61 485,236
Financial Services