iShares US Small Cap Value Factor ETF SVAL

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SVAL

Will SVAL outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Small Cap Value Factor 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.

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Portfolio Holdings SVAL

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Insight Enterprises Inc

0.87 1M
Technology

Five9 Inc

0.82 1M
Technology

Corsair Gaming Inc Ordinary Shares

0.80 1M
Technology

Magnite Inc

0.78 1M
Communication Services

MarineMax Inc

0.72 1M
Consumer Cyclical

Penguin Solutions Inc

0.71 1M
Technology

CBIZ Inc

0.71 1M
Industrials

Utz Brands Inc Class A

0.71 1M
Consumer Defensive

OceanFirst Financial Corp

0.69 1M
Financial Services

AMN Healthcare Services Inc

0.69 1M
Healthcare

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