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.
iShares US Small Cap Value Factor ETF SVAL
Morningstar’s Analysis SVAL
Will SVAL outperform in the 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 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 |