IJJiShares S&P Mid-Cap 400 Value ETF
IJJ Fund Description
IJJ tracks an index of US midcap value firms from the committee-selected S&P 400 using three fundamental factors.
IJJ Factset Analytics Insight
IJJ provides exposure to US midcap companies that are considered undervalued by the market relative to other companies. The Underlying Index selects value stocks from the S&P MidCap 400 with the strongest fundamental characteristics that include: book value to price ratio, earnings to price ratio and sales to price ratio. The underlying index undergoes annual rebalance every December.
IJJ MSCI ESG Analytics Insight
iShares S&P Mid-Cap 400 Value ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.78 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares S&P Mid-Cap 400 Value ETF ranks in the 37th percentile within its peer group and in the 52nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IJJ MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IJJ Summary Data
IJJ Portfolio Data
IJJ Index Data
IJJ Portfolio Management
IJJ Tax Exposures
IJJ Fund Structure
IJJ Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IJJ. IJJ is rated a 5 out of 5.
IJJ Sector/Industry Breakdown
IJJ Top 10 Holdings[View All]
IJJ Economic Development
IJJ Performance Statistics
IJJ MSCI ESG Ratings
IJJ Benchmark Comparison Summary
IJJ Benchmark Comparison Market Cap Size