Morningstar

iShares MSCI USA Size Factor ETF SIZE

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

Morningstar’s Analysis SIZE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares MSCI USA Size Factor ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SIZE

More SIZE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

0.50 2M
Technology

Atlassian Corp Class A

0.49 2M
Technology

Natera Inc

0.39 2M
Healthcare

SharkNinja Inc

0.38 2M
Consumer Cyclical

Veeva Systems Inc Class A

0.37 2M
Healthcare

Illumina Inc

0.36 2M
Healthcare

Snowflake Inc Ordinary Shares

0.36 2M
Technology

Vivmark Residential

0.36 2M
Real Estate

NetApp Inc

0.35 2M
Technology

Dell Technologies Inc Ordinary Shares - Class C

0.35 2M
Technology

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