iShares MSCI USA Min Vol Factor ETF USMV
ASignal view: Not yet rated
The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index measures the performance of large and mid-capitalization equity securities listed on stock exchanges in the U.S. that, in the aggregate, have lower volatility relative to the large- and mid-cap U.S. equity market.
Fund facts
Category
Large Blend
Expense ratio
0.15%
AUM
$23.62B
Sector breakdown
Asset allocation
Signal overlay
ASignal covers 10 of 10 top holdings. Weighted across covered holdings:
BULLISH 20% · NEUTRAL 70% · BEARISH 10%
Top holdings
| Symbol | Name | Weight | ASignal |
|---|---|---|---|
| MSFT | Microsoft Corp | 1.6% | Bullish |
| APH | Amphenol Corp Class A | 1.6% | Neutral |
| WELL | Welltower Inc | 1.6% | Neutral |
| CB | Chubb Ltd | 1.5% | Neutral |
| JNJ | Johnson & Johnson | 1.5% | Neutral |
| BRK-B | Berkshire Hathaway Inc Class B | 1.5% | Bearish |
| CSCO | Cisco Systems Inc | 1.5% | Neutral |
| VRTX | Vertex Pharmaceuticals Inc | 1.5% | Bullish |
| DUK | Duke Energy Corp | 1.4% | Neutral |
| SO | Southern Co | 1.4% | Neutral |