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iShares U.S. Equity Factor ETF LRGF ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis LRGF

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

  • People Pillar

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

Conservative and cost-efficient.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Average Process and Above Average People ratings. IShares U.S. Equity Factor ETF LRGF remains a conservative multifactor strategy whose comprehensive constraints water down its factor exposure. The fund is cheap and has sensible components, but its modest and uneven factor tilts dull its edge. The following text is from April 19, 2023.

by Ryan Jackson
Rated on Published on

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