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iShares MSCI USA Value Factor ETF VLUE ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis VLUE

Will VLUE outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VLUE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VLUE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VLUE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Subject to single-stock risk.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares MSCI USA Value Factor’s target index uses a combination of sector neutrality and forward-looking metrics that have pushed its allocation to a single holding, Micron, up to roughly 25% at one point. While this is a rare occurrence, the single-stock concentration risk of the portfolio warrants a Process Pillar rating downgrade to Average from Above Average.

by Brendan McCann
Rated on Published on

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