iShares U.S. Equity Factor Rotation Active ETF DYNF

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis DYNF

Will DYNF outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strong results, but it remains untested.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

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.

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Portfolio Holdings DYNF

  • 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

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