The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Morningstar Small-Cap Value ETF ISCV
Morningstar’s Analysis ISCV
Will ISCV outperform in 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 4.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
C.H. Robinson Worldwide Inc | 0.50 | 2.0 Mil | Industrials |
Chord Energy Corp Ordinary Shares - New | 0.50 | 2.0 Mil | Energy |
East West Bancorp Inc | 0.48 | 1.9 Mil | Financial Services |
Annaly Capital Management Inc | 0.48 | 1.9 Mil | Real Estate |
Tapestry Inc | 0.46 | 1.8 Mil | Consumer Cyclical |
Bath & Body Works Inc | 0.44 | 1.7 Mil | Consumer Cyclical |
Elanco Animal Health Inc | 0.42 | 1.7 Mil | Healthcare |
Assurant Inc | 0.41 | 1.6 Mil | Financial Services |
Rivian Automotive Inc Class A | 0.41 | 1.6 Mil | Consumer Cyclical |
Pinnacle West Capital Corp | 0.41 | 1.6 Mil | Utilities |