IShares MSCI USA Value Factor ETF’s VLUE sector-relative approach uncovers cheap stocks from all over the market and shields it from sector biases that plague most traditional value indexes. This unique tack yields a differentiated, volatile portfolio, but it should reward investors for the added risk over the long run. It earns a Morningstar Analyst Rating of Silver.
Morningstar’s Analysis VLUE
Will VLUE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 150
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 34.1