(As of 8/31/2022)

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)
13.82 %
YTD Return -7.97 %
NAVPS
(9/26/2022)
$62.05
Change ($0.22) / -0.36 %
Growth of $10,000 (As of August 31, 2022)
MER 0.30 %
Assets ($mil) $318.72
Rank (1Yr) 293/1528
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 August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
T-Mobile US IncUS EquityTelecommunicationsUnited States1.69%
Republic Services IncUS EquityIndustrial ServicesUnited States1.63%
Waste Management IncUS EquityIndustrial ServicesUnited States1.63%
Vertex Pharmaceuticals IncUS EquityHealthcareUnited States1.63%
Cisco Systems IncUS EquityTechnologyUnited States1.58%
Waste Connections IncCanadian EquityIndustrial ServicesCanada1.52%
Paychex IncUS EquityIndustrial ServicesUnited States1.48%
PepsiCo IncUS EquityConsumer GoodsUnited States1.44%
Texas Instruments IncUS EquityTechnologyUnited States1.43%
Johnson & JohnsonUS EquityHealthcareUnited States1.37%

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.96 1.03 0.54 -7.97 -3.67 4.69 9.68 14.07
Benchmark -1.93 -0.36 -5.87 -13.28 -7.75 11.87 12.83 16.35
Quartile Ranking 2 1 1 1 1 4 2 2

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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