IWSiShares Russell Mid-Cap Value ETF
IWS Fund Description
IWS tracks an index of US midcap value stocks. The index selects from the bottom 80% of the Russell 1000, screened for value factors.
IWS Factset Analytics Insight
IWS is well-known in the mid-cap value space, holding approximately 550+ stocks in its basket. The fund pulls from a subset of the Russell 1000, avoiding the largest 200 stocks. The underlying index focuses on US stocks that are believed to be undervalued relative to all securities in the Russell Midcap Index. Securities with lower price-to-book ratios and lower forecasted growth values are selected for index inclusion. The index is reconstituted annually to ensure larger stocks do not distort the performance of the midcap value market.
IWS MSCI ESG Analytics Insight
iShares Russell Mid-Cap Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.12 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 Value ETF ranks in the 51st percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWS 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.
IWS Summary Data
IWS Portfolio Data
IWS Index Data
IWS Portfolio Management
IWS Tax Exposures
IWS Fund Structure
IWS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWS. IWS is rated a 5 out of 5.
IWS Sector/Industry Breakdown
IWS Top 10 Holdings[View All]
IWS Economic Development
IWS Performance Statistics
IWS MSCI ESG Ratings
IWS Benchmark Comparison Summary
IWS Benchmark Comparison Market Cap Size