IWP
iShares Russell Mid-Cap Growth ETFIWP Fund Description
The iShares Russell Midcap Growth Index Fund tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using 2 growth factors.
IWP Factset Analytics Insight
IWP is a solid representation of mid cap growth despite some small quirks. By selecting from the 800-smallest Russell 1,000 companies, the fund ends up going quite a bit outside of what we consider proper boundaries for mid-cap stocks. While other funds in the segment tend to tilt toward smaller companies, IWP leans large. Investors should ensure that the fund doesn’t overlap too much with their large cap positions. IWP’s comprehensive portfolio exhibits mild sector tilts compared to our neutral benchmark. The fund uses forecast earnings growth and historical sales/share growth to select stocks.The IWP’s fee is mid-range among its peers but combined with its strong liquidity and tight index tracking it makes for a very competitive overall cost package. Investors have taken notice: IWP is one of the most popular funds in the segment and has attracted billions in AUM. Overall, the fund delivers a viable and liquid growth portfolio with a large cap bias.
IWP MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 20, 2018 the iShares Russell Mid-Cap Growth ETF MSCI ESG Fund Quality Score is 4.65 out of 10.
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. IWP ranks in the 85th percentile within its peer group and in the 21st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWP CHARTS AND PERFORMANCE
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IWP Top 10 Countries
IWP Top 10 Sectors
IWP Top 10 Holdings [View All]
IWP Summary Data
IWP Portfolio Data
IWP Index Data
IWP Portfolio Management
IWP Tax Exposures
IWP Fund Structure
IWP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWP. IWP is rated a 5 out of 5.
IWP Tradability
IWP Sector/Industry Breakdown
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IWP TOP 10 HOLDINGS[View All]
IWP Countries
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IWP Regions
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IWP Economic Development
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IWP Performance Statistics
IWP MSCI ESG Ratings
IWP BENCHMARK COMPARISON SUMMARY
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IWP BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.