IShares MSCI USA Value Factor and iShares Edge MSCI USA Value Factor ETFs construct a sector-neutral basket of the cheapest U.S. stocks, mitigating the impact of sector biases that plague more traditional value indexes. While the funds take on more risk than the Russell 1000 Value Index, they should provide better risk-adjusted returns over the long run.
iShares MSCI USA Value Factor ETF VLUE
Morningstar’s Analysis VLUE
Will VLUE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Intel Corp | 6.30 | 462.3 Mil | Technology |
Cisco Systems Inc | 4.76 | 349.6 Mil | Technology |
AT&T Inc | 4.73 | 347.1 Mil | Communication Services |
General Motors Co | 3.51 | 257.9 Mil | Consumer Cyclical |
International Business Machines Corp | 3.41 | 250.4 Mil | Technology |
Applied Materials Inc | 2.82 | 207.4 Mil | Technology |
Ford Motor Co | 2.29 | 168.1 Mil | Consumer Cyclical |
Pfizer Inc | 2.27 | 167.0 Mil | Healthcare |
Wells Fargo & Co | 2.00 | 147.2 Mil | Financial Services |
CVS Health Corp | 1.97 | 144.6 Mil | Healthcare |