Morningstar

iShares S&P 500 Equal Weight ETF USD Acc EWSP

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

Morningstar’s Analysis EWSP

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

  • People Pillar

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

iShares S&P 500 Equal Weight ETF USD Acc’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EWSP

More EWSP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

0.28 10.4 Mil
Utilities

Constellation Energy Corp

0.27 10.1 Mil
Utilities

Las Vegas Sands Corp

0.25 9.4 Mil
Consumer Cyclical

Wynn Resorts Ltd

0.25 9.2 Mil
Consumer Cyclical

USD - Spendable Cash

0.23 8.7 Mil
Cash and Equivalents

Freeport-McMoRan Inc

0.23 8.6 Mil
Basic Materials

Intel Corp

0.23 8.6 Mil
Technology

The Estee Lauder Companies Inc Class A

0.23 8.5 Mil
Consumer Defensive

Caterpillar Inc

0.23 8.5 Mil
Industrials

Hewlett Packard Enterprise Co

0.23 8.5 Mil
Technology

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