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iShares MSCI USA Min Vol Factor ETF USMV

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
Rated on Published on

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Portfolio Holdings USMV

More USMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

2.16 512.9 Mil
Technology

Merck & Co Inc

1.78 423.1 Mil
Healthcare

Waste Management Inc

1.74 413.0 Mil
Industrials

Amphenol Corp Class A

1.70 405.2 Mil
Technology

Republic Services Inc

1.70 403.3 Mil
Industrials

Waste Connections Inc

1.64 391.0 Mil
Industrials

Progressive Corp

1.64 390.1 Mil
Financial Services

Berkshire Hathaway Inc Class B

1.57 372.4 Mil
Financial Services

T-Mobile US Inc

1.54 367.2 Mil
Communication Services

International Business Machines Corp

1.53 363.7 Mil
Technology