Morningstar

iShares U.S. Small-Cap Eq Fac ETF SMLF

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

Morningstar’s Analysis SMLF

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares U.S. Small-Cap Eq Fac 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMLF

More SMLF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

0.87 11.3 Mil
Industrials

Evercore Inc Class A

0.74 9.5 Mil
Financial Services

AppLovin Corp Ordinary Shares - Class A

0.73 9.4 Mil
Technology

Deckers Outdoor Corp

0.67 8.7 Mil
Consumer Cyclical

BlackRock Cash Funds Treasury SL Agency

0.59 7.7 Mil
Cash and Equivalents

Popular Inc

0.58 7.5 Mil
Financial Services

Manhattan Associates Inc

0.55 7.0 Mil
Technology

Monday.Com Ltd Ordinary Shares

0.54 6.9 Mil
Technology

Nutanix Inc Class A

0.52 6.7 Mil
Technology

Jabil Inc

0.51 6.6 Mil
Technology

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