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Morningstar

iShares MSCI Min Vol USA ETF XMU

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

Morningstar’s Analysis XMU

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

  • People Pillar

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

A strong management team and sound investment process underpin iShares MSCI Min Vol USA ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XMU

More XMU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

2.17 6.6 Mil
Technology

Merck & Co Inc

1.73 5.2 Mil
Healthcare

Waste Management Inc

1.71 5.2 Mil
Industrials

International Business Machines Corp

1.68 5.1 Mil
Technology

Republic Services Inc

1.68 5.1 Mil
Industrials

Waste Connections Inc

1.67 5.0 Mil
Industrials

Progressive Corp

1.66 5.0 Mil
Financial Services

Amphenol Corp Class A

1.62 4.9 Mil
Technology

Berkshire Hathaway Inc Class B

1.56 4.7 Mil
Financial Services

Microsoft Corp

1.55 4.7 Mil
Technology