(As of 6/30/2017)

iShares Edge MSCI Min Vol USA Index ETF (XMU)

(U.S. Equity)






FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(7/24/2012)
18.89 %
YTD Return 5.58 %
NAVPS
(7/24/2017)
$42.09
Change ($0.18) / -0.43 %
Growth of $10,000 (As of June 30, 2017)
MER 0.30 %
Assets ($mil) $129.45
Rank (1Yr) 547/589
Std Dev (3Yr) 11.53 %
Volatility Ranking (3Yr) 8/10
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.
Management Co.
BlackRock Asset Management Canada Limited
Managers
 
Asset Allocation
(As of June 30, 2017)
Sector Allocation
(As of June 30, 2017)
Geographic Allocation
(As of June 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Becton Dickinson and CoUS EquityHealthcareUnited States1.55%
Johnson & JohnsonUS EquityHealthcareUnited States1.54%
McDonald's CorpUS EquityConsumer ServicesUnited States1.53%
PepsiCo IncUS EquityConsumer GoodsUnited States1.48%
AT&T IncUS EquityTechnologyUnited States1.46%
Stryker CorpUS EquityHealthcareUnited States1.40%
Visa Inc Cl AUS EquityFinancial ServicesUnited States1.38%
Automatic Data Processing IncUS EquityIndustrial ServicesUnited States1.33%
UnitedHealth Group IncUS EquityHealthcareUnited States1.33%
Intuitive Surgical IncUS EquityHealthcareUnited States1.32%

Performance Data (As of June 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -4.29 0.27 5.58 5.58 7.55 18.81 -    -   
Benchmark -3.27 0.59 5.65 5.65 18.44 17.02 20.33 9.32
Quartile Ranking 4 2 2 2 4 1 - -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 6.05 25.87 26.15 32.64 -      -      -      -      -      -     
Benchmark 8.65 20.77 24.19 41.93 13.16 4.41 8.81 9.34 -23.08 -9.80
Quartile Ranking 2 1 1 4 - - - - - -

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