Morningstar

iShares MSCI World ex Aus Min Vol ETF WVOL

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

Morningstar’s Analysis WVOL

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

  • People Pillar

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

iShares MSCI World ex Aus Min Vol ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WVOL

More WVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

T-Mobile US Inc

1.40 1.3 Mil
Communication Services

Johnson & Johnson

1.19 1.1 Mil
Healthcare

Berkshire Hathaway Inc Class B

1.14 1.1 Mil
Financial Services

Walmart Inc

1.13 1.0 Mil
Consumer Defensive

Merck & Co Inc

1.11 1.0 Mil
Healthcare

Duke Energy Corp

1.02 942,864
Utilities

UnitedHealth Group Inc

1.00 926,596
Healthcare

Amphenol Corp Class A

0.98 903,783
Technology

PepsiCo Inc

0.96 885,360
Consumer Defensive

Roper Technologies Inc

0.94 871,981
Technology

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