Morningstar

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 the 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 constructed.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

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.

by Brendan McCann
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 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

1.66 392M
Technology

Microsoft Corp

1.63 387M
Technology

NVIDIA Corp

1.60 380M
Technology

Chubb Ltd

1.49 354M
Financial Services

ExxonMobil Holdings Corp

1.49 353M
Energy

Berkshire Hathaway Inc Class B

1.45 344M
Financial Services

Welltower Inc

1.43 339M
Real Estate

Cisco Systems Inc

1.43 339M
Technology

Johnson & Johnson

1.42 337M
Healthcare

McKesson Corp

1.42 336M
Healthcare

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