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Morningstar

iShares Canadian Value ETF XCV

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

Morningstar’s Analysis XCV

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares Canadian Value ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XCV

More XCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Bank of Canada

10.78 8.8 Mil
Financial Services

The Toronto-Dominion Bank

9.15 7.5 Mil
Financial Services

Enbridge Inc

7.73 6.3 Mil
Energy

Canadian Natural Resources Ltd

7.54 6.2 Mil
Energy

Bank of Montreal

6.28 5.1 Mil
Financial Services

Bank of Nova Scotia

5.83 4.8 Mil
Financial Services

Suncor Energy Inc

4.89 4.0 Mil
Energy

Manulife Financial Corp

4.70 3.8 Mil
Financial Services

Canadian Imperial Bank of Commerce

4.59 3.8 Mil
Financial Services

TC Energy Corp

4.16 3.4 Mil
Energy