IWP
iShares Russell Mid-Cap Growth ETFIWP Fund Description
IWP 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
iShares Russell Mid-Cap Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.71 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 Mid-Cap Growth ETF ranks in the 32nd percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWP 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.
IWP Charts And Performance
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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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