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Morningstar

iShares MSCI USA Value Factor ETF VLUE

Morningstar Analyst Rating
Analyst rating as of | See iShares Investment Hub

Morningstar’s Analysis VLUE

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

People Pillar

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

A sector-relative approach sets it apart.

Analyst

Summary

| by Ryan Jackson

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.

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