ACWViShares MSCI Global Min Vol Factor ETF

Grow my money14y track recordRanked #266 of 2,960 in this goal

Seeks to track the investment results of an index composed of developed and emerging market equities with lower volatility characteristics.

By iShares · Launched 2011

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$3.3B

#549 of 5,562 · large

Return (1Y)Goal

+4.6%

Track Record

14 years

#934 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,274+2.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Factor

Low volatility

Index tracked

MSCI ACWI Minimum Volatility (USD) Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.3% of fund✓ well diversified

Cisco Systems Inc

1.6%

Johnson & Johnson

1.5%

Cencora Inc

1.5%

McKesson Corp

1.3%

Duke Energy Corp

1.2%

Microsoft Corp

1.1%

Southern Co/The

1.1%

Motorola Solutions Inc

1.1%

Republic Services Inc

1.0%

T-Mobile US Inc

1.0%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Technology

25.8%

Financial Services

13.2%

Healthcare

13.0%

Communication

11.9%

Consumer Defensive

9.8%

Industrials

8.1%

Utilities

7.3%

Consumer Cyclical

5.1%

Other

5.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

7.8%Low

Year-on-year price swings

Max drawdown

-28.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.65Decent risk-adjusted returns

Sortino (3Y)

0.90Moderate downside risk

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the investment results of an index composed of developed and emerging market equities with lower volatility characteristics.
Strategy: Tracks the MSCI ACWI Minimum Volatility (USD) Index, which measures the performance of equity securities in developed and emerging markets with lower volatility. The Fund invests primarily in component securities of the Underlying Index, using a representative sampling strategy.
Inception date: October 18, 2011
Fund family: iShares