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.
iShares S&P Mid-Cap 400 Growth ETF IJK
- NAV / 1-Day Return 91.12 / +0.72 %
- Total Assets 9.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.170%
- Distribution Fee Level —
- Share Class Type —
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.89%
- Turnover 50%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 11:13 PM GMT+0
Morningstar’s Analysis IJK
Will IJK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |