IShares US Equity Factor Rotation Active ETF notched solid performance since it refined its strategy in 2022. However, more time is needed to determine if that was due to smart positioning or good fortune.
iShares U.S. Equity Factor Rotation Active ETF DYNF
Morningstar’s Analysis DYNF
Will DYNF outperform in the 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 40.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.50 | 4B | Technology |
Apple Inc | 7.77 | 3B | Technology |
Microsoft Corp | 4.95 | 2B | Technology |
Amazon.com Inc | 4.04 | 2B | Consumer Cyclical |
JPMorgan Chase & Co | 3.23 | 1B | Financial Services |
Meta Platforms Inc Class A | 2.72 | 1B | Communication Services |
ExxonMobil Holdings Corp | 2.69 | 1B | Energy |
Broadcom Inc | 2.52 | 1B | Technology |
Alphabet Inc Class A | 2.47 | 1B | Communication Services |
Alphabet Inc Class C | 2.04 | 853M | Communication Services |