IJKiShares S&P Mid-Cap 400 Growth ETF
IJK Fund Description
IJK tracks a market-cap-weighted index of growth companies culled from the S&P 400.
IJK Factset Analytics Insight
IJK holds S&P MidCap 400 (commonly known as S&P 400) companies with high sales growth, increasing valuations and momentum. While the fund targets midcap growth stocks in the US, its definition of midcaps and growth is slightly different than usual. It starts selecting constituents further down the market-cap spectrum, resulting to a tilt toward smaller companies. IJK isn’t a “pure growth” fund either. Its methodology allows for securities that would normally be found in core funds or even in value funds. Still, IJK’s approach to the space is entirely valid and may work best in a portfolio with other S&P-defined size buckets. Additionally, instead of replicating the index, the fund uses representative sampling indexing. The index is weighted by float-adjusted market cap and rebalanced quarterly.
IJK MSCI ESG Analytics Insight
iShares S&P Mid-Cap 400 Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.47 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 Growth ETF ranks in the 37th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IJK 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.
IJK Summary Data
IJK Portfolio Data
IJK Index Data
IJK Portfolio Management
IJK Tax Exposures
IJK Fund Structure
IJK Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IJK. IJK is rated a 5 out of 5.
IJK Sector/Industry Breakdown
IJK Top 10 Holdings[View All]
IJK Economic Development
IJK Performance Statistics
IJK MSCI ESG Ratings
IJK Benchmark Comparison Summary
IJK Benchmark Comparison Market Cap Size