Morningstar

iShares SMI® ETF (CH) CSSMI

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

Morningstar’s Analysis CSSMI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares SMI ETF (CH) holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSSMI

More CSSMI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roche Holding AG Ordinary Shares new

18.23 494M
Healthcare

Novartis AG Registered Shares

16.44 446M
Healthcare

Nestle SA

14.03 380M
Consumer Defensive

UBS Group AG Registered Shares

7.74 210M
Financial Services

ABB Ltd

7.08 192M
Industrials

Zurich Insurance Group AG

6.09 165M
Financial Services

Compagnie Financiere Richemont SA Class A

5.73 155M
Consumer Cyclical

Lonza Group Ltd

2.91 79M
Healthcare

Swiss Re AG

2.90 79M
Financial Services

Holcim Ltd

2.37 64M
Basic Materials

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