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iShares MSCI USA Min Vol Factor ETF USMV ETF Analysis

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

Morningstar’s Analysis USMV

Will USMV 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 USMV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Well designed.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares MSCI USA Minimum Volatility Factor ETF USMV is a well-crafted low-volatility fund that has proved its mettle in bear markets. It offers downside protection that should continue to breed a more attractive risk/reward profile than the Russell 1000 Index, meriting a Morningstar Medalist Rating of Silver.

by Ryan Jackson
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