The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares S&P 500 Value ETF IVE
Morningstar’s Analysis IVE
Will IVE 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 18.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 3.82 | 1.2 Bil | Financial Services |
JPMorgan Chase & Co | 2.75 | 868.6 Mil | Financial Services |
Exxon Mobil Corp | 2.48 | 786.0 Mil | Energy |
Johnson & Johnson | 1.84 | 581.5 Mil | Healthcare |
UnitedHealth Group Inc | 1.45 | 458.3 Mil | Healthcare |
Chevron Corp | 1.43 | 452.6 Mil | Energy |
Walmart Inc | 1.35 | 426.0 Mil | Consumer Defensive |
Bank of America Corp | 1.28 | 404.7 Mil | Financial Services |
Procter & Gamble Co | 1.19 | 375.9 Mil | Consumer Defensive |
The Home Depot Inc | 1.10 | 348.2 Mil | Consumer Cyclical |