IShares MSCI USA Minimum Volatility is a well-designed low-volatility strategy whose ability to weather drawdowns should continue to drive a strong risk/reward profile.
iShares MSCI USA Min Vol Factor ETF USMV
Morningstar’s Analysis USMV
Will USMV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cisco Systems Inc | 1.61 | 368M | Technology |
Microsoft Corp | 1.48 | 337M | Technology |
Chubb Ltd | 1.46 | 333M | Financial Services |
Amphenol Corp Class A | 1.45 | 332M | Technology |
Duke Energy Corp | 1.45 | 331M | Utilities |
Berkshire Hathaway Inc Class B | 1.44 | 330M | Financial Services |
Johnson & Johnson | 1.43 | 327M | Healthcare |
Southern Co | 1.43 | 327M | Utilities |
NVIDIA Corp | 1.42 | 324M | Technology |
Exxon Mobil Corp | 1.40 | 319M | Energy |
United States