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Morningstar

iShares Russell Top 200 Value ETF IWX

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

Morningstar’s Analysis IWX

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

  • People Pillar

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

iShares Russell Top 200 Value ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IWX

More IWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

5.53 120.6 Mil
Financial Services

JPMorgan Chase & Co

4.20 91.6 Mil
Financial Services

Exxon Mobil Corp

3.82 83.2 Mil
Energy

Johnson & Johnson

2.61 56.9 Mil
Healthcare

Procter & Gamble Co

2.34 51.1 Mil
Consumer Defensive

Walmart Inc

2.12 46.3 Mil
Consumer Defensive

Merck & Co Inc

2.03 44.2 Mil
Healthcare

Chevron Corp

2.00 43.7 Mil
Energy

Bank of America Corp

2.00 43.5 Mil
Financial Services

Wells Fargo & Co

1.51 33.0 Mil
Financial Services