Ishares Sp Mid Cap Etf Profile
| IJK Etf | USD 91.09 0.64 0.71% |
Performance3 of 100
| Odds Of DistressLess than 9
|
IShares SP is selling for 91.09 as of the 31st of August 2024. This is a 0.71 percent increase since the beginning of the trading day. The etf's last reported lowest price was 89.96. IShares SP has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares SP Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of March 2024 and ending today, the 31st of August 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares SP Mid Cap
Moving together with IShares Etf
IShares Etf Highlights
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Old Name | Btc Ishares S&p Mid-cap 400 Growth Etf |
| Business Concentration | Mid Cap ETFs, Size And Style ETFs, Mid-Cap Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-07-24 |
| Benchmark | S&P MidCap 400(R) Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 9.87 Billion |
| Average Trading Valume | 354,342.6 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Mid Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 258 |
| Market Maker | Latour Trading |
| Total Expense | 0.17 |
| Management Fee | 0.17 |
| Country Name | USA |
| Returns Y T D | 15.35 |
| Name | iShares SP Mid-Cap 400 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000C15L83 |
| In Threey Volatility | 20.98 |
| 1y Volatility | 19.02 |
| 200 Day M A | 85.1014 |
| 50 Day M A | 89.1312 |
| Code | IJK |
| Updated At | 31st of August 2024 |
| Currency Name | US Dollar |
iShares SP Mid Cap [IJK] is traded in USA and was established 2000-07-24. The fund is classified under Mid-Cap Growth category within iShares family. The entity is thematically classified as Mid Cap ETFs. iShares SP Mid currently have 6.25 B in assets under management (AUM). , while the total return for the last 3 years was 4.2%.
Check IShares SP Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares SP Mid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares SP Mid Cap Etf Constituents
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| DRE | Duke Realty | Stock | REIT—Industrial | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| GNRC | Generac Holdings | Stock | Industrials | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| MSCI | MSCI Inc | Stock | Financials | |
| BR | Broadridge Financial Solutions | Stock | Industrials | |
| SCI | Service International | Stock | Consumer Discretionary |
IShares SP Top Holders
| DUDE | DUDE | Etf | Tactical Allocation | |
| GIUIX | Guggenheim Styleplus | Mutual Fund | Mid-Cap Growth | |
| SEUPX | Guggenheim Styleplus | Mutual Fund | Mid-Cap Growth | |
| SUFCX | Guggenheim Styleplus | Mutual Fund | Mid-Cap Growth | |
| SECUX | Guggenheim Styleplus | Mutual Fund | Mid-Cap Growth | |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| WIZ | MerlynAI Corp | Etf | Moderate Allocation | |
| TFAFX | Tactical Growth Allocation | Mutual Fund | Allocation--85%+ Equity |
iShares SP Mid Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares SP. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0435 | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.05) |
IShares SP Against Markets
Additional Information and Resources on Investing in IShares Etf
When determining whether iShares SP Mid is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Sp Mid Cap Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Sp Mid Cap Etf:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares SP Mid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of iShares SP Mid is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares SP's market value can be influenced by many factors that don't directly affect IShares SP's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.