Morningstar

iShares S&P Mid-Cap 400 Growth ETF IJK

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IJK

Will IJK outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IJK’s parent organization’s priorities and whether they’re in line with investors’ interests.

A less representative but still appealing mid-cap growth ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares S&P Mid-Cap 400 Growth ETF IJK is a compelling option in the mid-cap growth Morningstar Category. While its portfolio looks different from most, its low fee, broad diversification, and slight quality tilt make it hard to beat.

by Zachary Evens
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IJK

More IJK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

1.35 131.7 Mil
Industrials

Carlisle Companies Inc

1.35 131.7 Mil
Industrials

Lennox International Inc

1.33 129.7 Mil
Industrials

Williams-Sonoma Inc

1.31 128.0 Mil
Consumer Cyclical

Manhattan Associates Inc

1.17 114.1 Mil
Technology

Watsco Inc Class A

1.15 112.1 Mil
Industrials

Reliance Inc

1.06 103.7 Mil
Basic Materials

Toll Brothers Inc

1.05 102.5 Mil
Consumer Cyclical

Dynatrace Inc Ordinary Shares

1.04 101.8 Mil
Technology

RB Global Inc

1.03 101.0 Mil
Industrials

Sponsor Center