The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares MSCI USA Sm-Cp Min Vol Fctr ETF SMMV
Morningstar’s Analysis SMMV
Will SMMV 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 14.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Old Republic International Corp | 1.56 | 5.1 Mil | Financial Services |
Murphy USA Inc | 1.55 | 5.0 Mil | Consumer Cyclical |
Royal Gold Inc | 1.52 | 4.9 Mil | Basic Materials |
Agree Realty Corp | 1.50 | 4.8 Mil | Real Estate |
Chemed Corp | 1.48 | 4.8 Mil | Healthcare |
AptarGroup Inc | 1.48 | 4.8 Mil | Healthcare |
Exelixis Inc | 1.38 | 4.5 Mil | Healthcare |
Axis Capital Holdings Ltd | 1.30 | 4.2 Mil | Financial Services |
OGE Energy Corp | 1.18 | 3.8 Mil | Utilities |
Ensign Group Inc | 1.17 | 3.8 Mil | Healthcare |