IShares U.S. Equity Factor ETF LRGF is a conservative multifactor strategy whose comprehensive constraints water down its factor exposure. The fund is cheap and has sensible components, but its modest and uneven factor tilts dull its edge. It earns a Morningstar Analyst Rating of Bronze.
iShares U.S. Equity Factor ETF LRGF
Morningstar’s Analysis LRGF
Will LRGF 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 29.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.55 | 115.1 Mil | Technology |
Apple Inc | 5.31 | 93.4 Mil | Technology |
NVIDIA Corp | 4.87 | 85.5 Mil | Technology |
Amazon.com Inc | 2.83 | 49.7 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.05 | 36.0 Mil | Communication Services |
Broadcom Inc | 1.91 | 33.6 Mil | Technology |
Alphabet Inc Class C | 1.86 | 32.8 Mil | Communication Services |
JPMorgan Chase & Co | 1.52 | 26.7 Mil | Financial Services |
Procter & Gamble Co | 1.39 | 24.4 Mil | Consumer Defensive |
Visa Inc Class A | 1.34 | 23.6 Mil | Financial Services |