(As of 5/31/2022)

iShares MSCI Min Vol USA Index ETF (XMU)

(U.S. Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2017
2016




Inception Return
(7/24/2012)
14.08 %
YTD Return -8.91 %
NAVPS
(6/24/2022)
$62.22
Change $0.99 / 1.61 %
Growth of $10,000 (As of May 31, 2022)
MER 0.30 %
Assets ($mil) $300.78
Rank (1Yr) 197/1526
Std Dev (3Yr) 12.08 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The iShares MSCI USA Minimum Volatility Index Fund seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the MSCI USA Minimum Volatility Index (USD), net of expenses.
Fund Manager

BlackRock Asset Management Canada Limited

Portfolio Manager

BlackRock Asset Management Canada Limited

Sub-Advisor

BlackRock Institutional Trust Company, N.A.

 
Asset Allocation
(As of May 31, 2022)
Sector Allocation
(As of May 31, 2022)
Geographic Allocation
(As of May 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Cisco Systems IncUS EquityTechnologyUnited States1.55%
T-Mobile US IncUS EquityTelecommunicationsUnited States1.52%
Vertex Pharmaceuticals IncUS EquityHealthcareUnited States1.51%
Verizon Communications IncUS EquityTelecommunicationsUnited States1.50%
Berkshire Hathaway Inc Cl BUS EquityFinancial ServicesUnited States1.50%
Republic Services IncUS EquityIndustrial ServicesUnited States1.49%
Waste Management IncUS EquityIndustrial ServicesUnited States1.49%
Texas Instruments IncUS EquityTechnologyUnited States1.48%
Johnson & JohnsonUS EquityHealthcareUnited States1.48%
Newmont CorpUS EquityBasic MaterialsUnited States1.47%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.10 -0.49 -4.28 -8.91 6.97 6.55 8.33 -   
Benchmark -0.94 -5.53 -9.87 -12.96 4.46 13.86 11.92 16.74
Quartile Ranking 2 1 2 2 1 4 3 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 19.23 3.27 20.60 9.98 10.60 6.05 25.87 26.15 32.64 -     
Benchmark 28.16 16.07 25.18 3.98 13.80 8.65 20.77 24.19 41.93 13.16
Quartile Ranking 4 4 3 1 3 2 1 1 4 -

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