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iShares US Small Cap Value Factor ETF SVAL

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SVAL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.05 807,939
Cash and Equivalents

Permian Resources Corp Class A

0.81 619,957
Energy

Jakks Pacific Inc

0.69 525,913
Consumer Cyclical

Hibbett Inc

0.63 480,227
Consumer Cyclical

Interface Inc

0.58 446,605
Industrials

Patrick Industries Inc

0.58 445,937
Consumer Cyclical

Ramaco Resources Inc Class A

0.58 445,460
Basic Materials

BlueLinx Holdings Inc

0.56 431,036
Industrials

Merchants Bancorp

0.56 430,872
Financial Services

SkyWest Inc

0.56 426,678
Industrials