IShares MSCI USA Value Factor ETF's VLUE sector-relative approach to portfolio construction uncovers stocks that are truly cheap relative to their peers and shields the fund from the sector biases that plague most traditional value indexes. This unique advantage should help the fund outpace the Russell 1000 Value Index over the long run, meriting a Morningstar Analyst Rating of Silver.
iShares MSCI USA Value Factor ETF VLUE
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
