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iShares Focused Value Factor ETF FOVL

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

Morningstar’s Analysis FOVL

Will FOVL outperform in 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 FOVL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOVL 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 FOVL’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of iShares Focused Value Factor ETF's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FOVL

More FOVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toll Brothers Inc

3.50 620,568
Consumer Cyclical

Interactive Brokers Group Inc Class A

3.34 593,132
Financial Services

Frontier Communications Parent Inc

3.12 553,811
Communication Services

Pinnacle Financial Partners Inc

3.08 546,502
Financial Services

JPMorgan Chase & Co

3.05 540,892
Financial Services

Stifel Financial Corp

3.03 538,377
Financial Services

Hewlett Packard Enterprise Co

2.96 526,200
Technology

Westlake Corp

2.94 521,101
Basic Materials

Axis Capital Holdings Ltd

2.94 521,045
Financial Services

White Mountains Insurance Group Ltd

2.89 513,661
Financial Services