(As of 12/31/2021)

iShares MSCI Min Vol USA Index ETF (XMU)

(U.S. Equity)



2017
2016

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/24/2012)
15.88 %
YTD Return 19.23 %
NAVPS
(1/27/2022)
$62.98
Change $0.35 / 0.57 %
Growth of $10,000 (As of December 31, 2021)
MER 0.33 %
Assets ($mil) $337.94
Rank (1Yr) 1275/1580
Std Dev (3Yr) 11.41 %
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 December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Accenture PLC Cl AInternational EquityTechnologyEuropean Union1.62%
Johnson & JohnsonUS EquityHealthcareUnited States1.52%
Cisco Systems IncUS EquityTechnologyUnited States1.52%
Nextera Energy IncUS EquityUtilitiesUnited States1.52%
Waste Management IncUS EquityIndustrial ServicesUnited States1.47%
Verizon Communications IncUS EquityTelecommunicationsUnited States1.47%
PepsiCo IncUS EquityConsumer GoodsUnited States1.45%
Kroger CoUS EquityConsumer ServicesUnited States1.45%
Paychex IncUS EquityIndustrial ServicesUnited States1.43%
Microsoft CorpUS EquityTechnologyUnited States1.43%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.08 9.91 12.58 19.23 19.23 14.09 12.55 -   
Benchmark 3.55 11.24 14.23 28.16 28.16 23.03 17.12 19.15
Quartile Ranking 1 2 2 4 4 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 3 1 1 4 -

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