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iShares U.S. Equity Factor ETF LRGF

Analyst rating as of

Morningstar’s Analysis LRGF

Will LRGF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new benchmark reins in active risk but dilutes factor exposure.

Summary

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IShares MSCI USA Multifactor ETF will overhaul its portfolio when it adopts a new benchmark that places heavily-constrained bets on a combination of risk factors. The new index cuts back on active risk, leading to mild and uneven factor exposure that limits the fund’s distinct advantage, warranting a Morningstar Analyst Rating downgrade to Bronze from Silver.

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