IJK iShares S&P Mid-Cap 400 Growth ETF
What is IJK?
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 Summary Data
IJK Portfolio Data
IJK Index Data
IJK Portfolio Management
IJK Tax Exposures
IJK Fund Structure
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
IJK Performance Statistics
IJK Economic Development
IJK Benchmark Comparison Summary
IJK Benchmark Comparison Market Cap Size