iShares MSCI USA Sm-Cp Min Vol Fctr ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV
Morningstar’s Analysis SMMV
Will SMMV 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 12.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Pinnacle West Capital Corp | 1.40 | 4M | Utilities |
RenaissanceRe Holdings Ltd | 1.39 | 4M | Financial Services |
Omega Healthcare Investors Inc | 1.39 | 4M | Real Estate |
Agree Realty Corp | 1.22 | 3M | Real Estate |
The Hanover Insurance Group Inc | 1.18 | 3M | Financial Services |
OGE Energy Corp | 1.16 | 3M | Utilities |
Idacorp Inc | 1.14 | 3M | Utilities |
New York Times Co Class A | 1.10 | 3M | Communication Services |
Service Corp International | 1.06 | 3M | Consumer Cyclical |
CareTrust REIT Inc | 1.02 | 3M | Real Estate |