IWXiShares Russell Top 200 Value ETF
IWX Fund Description
IWX tracks an index of large-cap stocks selected from 200 of the largest US value companies.
IWX Factset Analytics Insight
IWX offers solid coverage of the US large-cap value space. The fund picks value stocks from the 200 largest US companies in the Russell Top 200 Index. Stocks are selected and weighted based on two style factors: price-to-book ratios and growth forecasts. Aside from maintaining a tight focus on large-caps without drifting toward smaller firms. The fund aligns well with our benchmark by firm size and by economic sector too, with only small tilts (most notably toward financials). Additionally, instead of replicating the index, the fund uses a representative sampling indexing strategy. The index is reconstituted and rebalanced on an annual basis.
IWX MSCI ESG Analytics Insight
iShares Russell Top 200 Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.40 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 Top 200 Value ETF ranks in the 59th percentile within its peer group and in the 74th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWX 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.
IWX Summary Data
IWX Portfolio Data
IWX Index Data
IWX Portfolio Management
IWX Tax Exposures
IWX Fund Structure
IWX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWX. IWX is rated a 5 out of 5.
IWX Sector/Industry Breakdown
IWX Top 10 Holdings[View All]
IWX Economic Development
IWX Performance Statistics
IWX MSCI ESG Ratings
IWX Benchmark Comparison Summary
IWX Benchmark Comparison Market Cap Size