What is IWP?

IWP tracks a market-cap-weighted index of growth companies chosen from a set of the 800-smallest Russell 1000 companies using two growth factors.

PERFORMANCE [as of 03/17/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWP -6.75% 2.46% 3.29% -10.87% 14.14% 6.89% 10.44%
IWP (NAV) -6.67% 2.50% 3.33% -10.77% 14.41% 6.90% 10.45%
Russell Midcap Growth -6.66% 2.54% 3.37% -10.62% 14.62% 7.12% 10.67%
MSCI USA Mid Cap Growth Index -7.73% 1.85% 2.21% -11.42% 18.21% 8.33% 10.76%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWP Factset Analytics Insight

IWP is a solid representation of midcap 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 midcap 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. Overall, the fund delivers a viable and liquid growth portfolio with a large cap bias.

IWP Summary Data

Blackrock
07/17/01
0.23%
$11.66B
Russell Midcap Growth
MSCI USA Mid Cap Growth Index
Open-Ended Fund

Peers

MSCI USA Mid Cap Growth Index

Fund Flows

+$0.02B 5 Days
-$0.12B 30 Days
-$0.60B 90 Days

IWP Portfolio Data

$25.39B
34.20
7.59
0.74%
03/23/23
399

IWP Index Data

Russell Midcap Growth
Multi-Factor
Multi-Factor
MSCI USA Mid Cap Growth Index

IWP Portfolio Management

0.23%
-0.14%
-0.11%
-0.27%

IWP Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWP Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/20/23

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

814,015
$72.99M
677,803
$60.97M
0.02%
$0.02
-0.01%
0.14% / -0.09%
None
100.00%
50,000
13.56
0.02%
0.02%
4,056
$86.42
5

IWP Sector/Industry Breakdown

IWP Segment
Benchmark
23.94% --
13.09% --
12.22% --
7.79% --
7.54% --
6.40% --
4.46% --
3.38% --
3.06% --
3.04% --

IWP Performance Statistics

0.99
0.98
0.97
1.00
0.19%
MSCI USA Mid Cap Growth Index

IWP Countries

IWP Segment
Benchmark
100.00% 100.00%

IWP Regions

IWP Segment
Benchmark
100.00% 100.00%

IWP Economic Development

IWP Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

IWP Benchmark Comparison Holdings

399
147
119
38.89%

IWP Benchmark Comparison Summary

IWP Segment
Benchmark
399 147
$25.39B $20.32B
34.20 35.96
7.59 6.15
0.67% 0.39%
Low Low

IWP Benchmark Comparison Market Cap Size

IWP Segment
Benchmark
77.27% 79.78%
22.32% 20.22%
0.22% 0.00%
0.00% 0.00%