IWL
iShares Russell Top 200 ETFIWL Fund Description
IWL tracks a market-cap-weighted index of the 200 largest US companies.
IWL Factset Analytics Insight
IWL offers excellent large cap exposure at a decent all-in price. It holds the 200 largest US companies by market cap, and thus includes ample allocations to household names like Apple, Exxon Mobil and IBM. IWL's focus on the top 200 stocks cuts out large-caps toward the bottom, but this doesn't seem to hurt the fund much, as it aligns very well with our segment benchmark. For investors who don't mind slightly more concentrated exposure at the top, IWL charges a reasonable expense ratio. It probably isn't the right fund for frequent traders, but it's liquid enough for careful buy-and-hold investors.
IWL MSCI ESG Analytics Insight
iShares Russell Top 200 ETF has an MSCI ESG Fund Rating of A based on a score of 6.50 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 Russell Top 200 ETF ranks in the 74th percentile within its peer group and in the 77th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWL 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.
IWL Charts And Performance
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IWL Summary Data
IWL Portfolio Data
IWL Index Data
IWL Portfolio Management
IWL Tax Exposures
IWL Fund Structure
IWL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWL. IWL is rated a 5 out of 5.
IWL Tradability
IWL Sector/Industry Breakdown
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IWL Top 10 Holdings[View All]
IWL Countries
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IWL Regions
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IWL Economic Development
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IWL Performance Statistics
IWL MSCI ESG Ratings
IWL Benchmark Comparison Summary
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IWL Benchmark Comparison Market Cap Size
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