IShares MSCI USA Minimum Volatility Factor ETF USMV is a well-crafted low-volatility fund that has proved its mettle in bear markets. It offers downside protection that should continue to breed a more attractive risk/reward profile than the Russell 1000 Index, meriting a Morningstar Medalist Rating of Silver.
iShares MSCI USA Min Vol Factor ETF USMV
Morningstar’s Analysis USMV
Will USMV 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 16.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 2.14 | 524.5 Mil | Technology |
Merck & Co Inc | 1.74 | 428.0 Mil | Healthcare |
Waste Management Inc | 1.70 | 417.0 Mil | Industrials |
International Business Machines Corp | 1.68 | 412.4 Mil | Technology |
Waste Connections Inc | 1.66 | 408.0 Mil | Industrials |
Republic Services Inc | 1.63 | 400.6 Mil | Industrials |
Amphenol Corp Class A | 1.61 | 394.1 Mil | Technology |
Berkshire Hathaway Inc Class B | 1.57 | 384.9 Mil | Financial Services |
Progressive Corp | 1.57 | 384.3 Mil | Financial Services |
Microsoft Corp | 1.52 | 372.5 Mil | Technology |