iShares Morningstar Value ETF (ILCV) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $108.08
• Expense Ratio: 4.00%
• Assets Under Management: $1.3B
• Number of Holdings: 374
• Inception Date: 2004-06-28
• Currency: USD

Winston Score

iShares Morningstar Value ETF has a Winston Score of 87 out of 100.

Performance

• 1-Year Return: 24.05%
• 3-Year Return: 63.34%
• 5-Year Return: 63.05%

Top Holdings

APPLE INC (N/A%), MICROSOFT CORP (N/A%), AMAZON.COM INC (N/A%), JPMORGAN CHASE & CO (N/A%), BERKSHIRE HATHAWAY INC CLASS B (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)