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 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.

iShares MSCI USA Size Factor ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a 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 SIZE

More SIZE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alnylam Pharmaceuticals Inc

0.30 974,192
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

0.28 899,009
Technology

Zillow Group Inc Class C

0.27 860,170
Communication Services

AppLovin Corp Ordinary Shares - Class A

0.25 818,245
Technology

Texas Pacific Land Corp

0.25 814,547
Energy

GE Vernova Inc

0.25 802,897
Utilities

Burlington Stores Inc

0.24 790,959
Consumer Cyclical

Roblox Corp Ordinary Shares - Class A

0.24 778,247
Communication Services

Iron Mountain Inc

0.24 762,216
Real Estate

Axon Enterprise Inc

0.23 731,231
Industrials

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