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Morningstar

iShares® ESG Screened S&P Small-Cap ETF XJR

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

Morningstar’s Analysis XJR

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares ® ESG Screened S&P Small-Cap ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XJR

More XJR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.20 1.6 Mil
Cash and Equivalents

Fabrinet

0.85 617,871
Technology

Abercrombie & Fitch Co Class A

0.85 615,695
Consumer Cyclical

ATI Inc

0.66 478,623
Industrials

SPS Commerce Inc

0.66 477,644
Technology

Ensign Group Inc

0.65 476,480
Healthcare

SPX Technologies Inc

0.64 462,956
Industrials

Mueller Industries Inc

0.62 450,712
Industrials

Meritage Homes Corp

0.57 413,947
Consumer Cyclical

Glaukos Corp

0.54 394,910
Healthcare