Morningstar

iShares Disciplined Volatility Equity Active ETF BDVL

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BDVL

Will BDVL 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 BDVL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BDVL 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 BDVL’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Disciplined Vol Eq Act ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BDVL

More BDVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

INR/USD Purchased

4.26 72M
Derivative

EUR/USD Purchased

2.93 49M
Derivative

iShares MSCI India ETF

2.74 46M
—

USD CASH

2.63 44M
Cash and Equivalents

JPY/USD Purchased

2.39 40M
Derivative

HKD/USD Purchased

2.22 37M
Derivative

ASML Holding NV

1.54 26M
Technology

Alphabet Inc Class C

1.42 24M
Communication Services

Intel Corp

1.34 23M
Technology

Howmet Aerospace Inc

1.31 22M
Industrials

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