FOVL
iShares Focused Value Factor ETFFOVL Fund Description
FOVL tracks a tier-weighted index of US listed equities selected using a variety of value factors.
FOVL Factset Analytics Insight
FOVL selects from the beginning universe of US listed large- and midcap equities, excluding those it considers more risky by screening for companies with the highest 12-month trailing volatility and the highest debt-to-equity ratio. Additionally, FOVL removes companies with negative sentiment scores, which are formed by examining earnings per share estimates for the current and next year. Remaining stocks get ranked using a composite of four value metrics: price-to-book, price-to-dividend, price-to-earnings, and price-to-operating cash flow. The top-scoring 40 companies are selected.
FOVL MSCI ESG Analytics Insight
iShares Focused Value Factor ETF has an MSCI ESG Fund Rating of A based on a score of 6.80 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Focused Value Factor ETF ranks in the 69th percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FOVL MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FOVL Summary Data
FOVL Portfolio Data
FOVL Index Data
FOVL Portfolio Management
FOVL Tax Exposures
FOVL Fund Structure
FOVL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FOVL. FOVL is rated a 4 out of 5.
FOVL Tradability
FOVL Sector/Industry Breakdown
FOVL
FOVL Countries
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FOVL Regions
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FOVL Economic Development
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FOVL Performance Statistics
FOVL MSCI ESG Ratings
FOVL Benchmark Comparison Summary
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FOVL Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.