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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.

Meticulous.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares MSCI USA Minimum Volatility ETF is a well-designed low-volatility strategy whose ability to weather drawdowns should continue to drive a stellar risk/reward profile.

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 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

1.62 396.4 Mil
Technology

T-Mobile US Inc

1.56 381.7 Mil
Communication Services

Waste Connections Inc

1.56 380.6 Mil
Industrials

Walmart Inc

1.54 375.5 Mil
Consumer Defensive

Berkshire Hathaway Inc Class B

1.54 374.6 Mil
Financial Services

Motorola Solutions Inc

1.53 373.6 Mil
Technology

Duke Energy Corp

1.51 369.1 Mil
Utilities

Eli Lilly and Co

1.50 366.3 Mil
Healthcare

Progressive Corp

1.49 364.0 Mil
Financial Services

Republic Services Inc

1.49 363.7 Mil
Industrials