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iShares MSCI USA Min Vol Factor ETF USMV

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.

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.

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Portfolio Holdings USMV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

2.16 543.0 Mil
Technology

Merck & Co Inc

1.75 441.5 Mil
Healthcare

Waste Management Inc

1.69 426.4 Mil
Industrials

Waste Connections Inc

1.67 421.2 Mil
Industrials

International Business Machines Corp

1.67 420.8 Mil
Technology

Republic Services Inc

1.61 406.4 Mil
Industrials

Berkshire Hathaway Inc Class B

1.58 397.6 Mil
Financial Services

T-Mobile US Inc

1.55 389.5 Mil
Communication Services

Accenture PLC Class A

1.54 388.7 Mil
Technology

Amphenol Corp Class A

1.54 388.5 Mil
Technology