IJRiShares Core S&P Small-Cap ETF
IJR Fund Description
IJR tracks a market-cap-weighted index of primarily small-cap US stocks. The S&P Committee selects 600 stocks representing about 3% of the publicly available market.
IJR Factset Analytics Insight
IJR delivers one of the strongest offerings in the US small-cap segment. The fund tracks the S&P SmallCap 600 Index. As a part of BlackRock’s Core ETFs, the fund is often used as a portfolio building block. IJR holds just a fraction of the names in our neutral benchmark index, giving the fund an appearance of being under-diversified. However, the fund still reflects the market quite accurately in both performance and coverage. IJR's avoidance of the most illiquid small-cap names may help explain its strong liquidity: its compact basket is easier for market makers to hedge. Investors should consider all in costs when comparing similar products, the fund is tough to beat for efficient, core small-cap exposure.
IJR MSCI ESG Analytics Insight
iShares Core S&P Small-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.86 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 Core S&P Small-Cap ETF ranks in the 28th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IJR 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.
IJR Summary Data
IJR Portfolio Data
IJR Index Data
IJR Portfolio Management
IJR Tax Exposures
IJR Fund Structure
IJR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IJR. IJR is rated a 5 out of 5.
IJR Sector/Industry Breakdown
IJR Economic Development
IJR Performance Statistics
IJR MSCI ESG Ratings
IJR Benchmark Comparison Summary
IJR Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
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