IWR
iShares Russell Mid-Cap ETFIWR Fund Description
IWR tracks a market-cap-weighted index of the 800-smallest companies in the Russell 1000.
IWR Factset Analytics Insight
IWR delivers the US mid-cap market well via a large and representative basket of stocks. The fund ventures a little deeper into the large-cap space, so its top 10 holdings differ from those of our index. This large-cap bias shows up in slightly lower market risk to our midcap benchmark. The size tilt also plays out in subtle sector biases. IWR is one of the best choices for retail investors and frequent traders alike. With low spreads and strong block liquidity, it's easy to deal in IWR at any scale. Its expense ratio isn't cheap for a fund of this type, but it tracks well and even earns some of its fees back via securities lending.
IWR MSCI ESG Analytics Insight
iShares Russell Mid-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.17 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 ETF ranks in the 34th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWR 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.
IWR Charts And Performance
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IWR Summary Data
IWR Portfolio Data
IWR Index Data
IWR Portfolio Management
IWR Tax Exposures
IWR Fund Structure
IWR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWR. IWR is rated a 5 out of 5.
IWR Tradability
IWR Sector/Industry Breakdown
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IWR Top 10 Holdings[View All]
IWR Countries
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IWR Regions
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IWR Economic Development
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IWR Performance Statistics
IWR MSCI ESG Ratings
IWR Benchmark Comparison Summary
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IWR Benchmark Comparison Market Cap Size
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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.