Description: The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.
Home Page: www.ishares.com/us/products/239695/ishares-msci-usa-minimum-volatility-etf
USMV Technical AnalysisExchange: BATS
Country: US
Currency: US Dollar ($)
Category: Large Blend
Asset Allocation | |||
---|---|---|---|
Asset Class | Long % | Short % | Net Assets |
Stock US | 96.99 | 0.00 | 96.99 |
Stock non-US | 2.75 | 0.00 | 2.75 |
Cash | 0.26 | 0.00 | 0.26 |
Sector Weights | ||
---|---|---|
Sector | Equity % | Relative to Category |
Healthcare | 20.48 | 16.05 |
Technology | 17.08 | 22.70 |
Consumer Defensive | 13.14 | 7.40 |
Financial Services | 12.18 | 14.11 |
Industrials | 11.99 | 10.28 |
Utilities | 8.20 | 2.75 |
Communication Services | 7.21 | 7.18 |
Consumer Cyclicals | 5.27 | 10.02 |
Basic Materials | 2.79 | 2.71 |
Real Estate | 1.15 | 2.41 |
Energy | 0.49 | 4.39 |
World Regions | ||
---|---|---|
Region | Equity % | Relative to Category |
North America | 98.63 | 97.55 |
Europe Developed | 0.86 | 1.13 |
United Kingdom | 0.51 | 0.88 |
Japan | 0.00 | 0.07 |
Australasia | 0.00 | 0.01 |
Asia Emerging | 0.00 | 0.09 |
Latin America | 0.00 | 0.07 |
Asia Developed | 0.00 | 0.17 |
Africa/Middle East | 0.00 | 0.03 |