IVE – iShares S&P 500 Value ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the S&P 500 Value IndexTM composed of large-capitalization U.S. equities that exhibit value characteristics. The fund seeks to track the investment results of the S&P 500 Value IndexTM (the “underlying index”), which measures the performance of the large-capitalization value sector of the U.S. equity market. It is a subset of the S&P 500® (the “Parent Index”) and consists of those stocks in the Parent Index exhibiting the strongest value characteristics, as determined by S&P Dow Jones Indices LLC (the “index provider” or “SPDJI”), a subsidiary of S&P Global, Inc.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IVE	iShares S&P 500 Value ETF	ETF	Open			May 22, 2000	$48.35B	0.180%	—	—	$1.13B
IVE	iShares S&P 500 Value ETF	ETF	Open	—		May 22, 2000	—	0.180%	—	—	—
IVE	iShares S&P 500 Value ETF	ETF	Open	—		May 22, 2000	—	0.180%	—	—	—

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