IShares MSCI USA Minimum Volatility Factor ETF USMV is a solid low-volatility stock fund whose prudent constraints improve diversification and limit active risk. It should offer a smoother ride and more attractive risk/reward profile than the Russell 1000 Index in the long run, meriting a Morningstar Analyst Rating of Silver.
iShares MSCI USA Min Vol Factor ETF USMV
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A shrewd low-volatility strategy.
