Morningstar

iShares S&P 500 ex S&P 100 ETF XOEF

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

Morningstar’s Analysis XOEF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares S&P 500 ex S&P 100 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XOEF

More XOEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

1.53 347,187
Technology

Marvell Technology Inc

1.18 266,509
Technology

Analog Devices Inc

1.14 258,628
Technology

KLA Corp

1.12 253,806
Technology

Amphenol Corp Class A

1.07 241,617
Technology

Welltower Inc

1.00 225,692
Real Estate

TJX Companies Inc

0.91 206,641
Consumer Cyclical

Seagate Technology Holdings PLC

0.84 190,042
Technology

Eaton Corp PLC

0.83 188,192
Industrials

S&P Global Inc

0.78 177,105
Financial Services

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