IWYiShares Russell Top 200 Growth ETF
IWY Fund Description
IWY tracks an index of growth stocks selected from 200 of the largest US companies.
IWY Factset Analytics Insight
IWY is a solid mega-cap ETF, holding a portfolio of growth stocks chosen from the 200 largest US companies in the Russell Top 200 Index. Stocks are selected and weighted based on two main growth factors: medium-term growth forecasts and historical sales per share growth. The index follows Russell's style methodology, which causes IWY to tilt heavier in technology, while comparatively reducing its financials exposure. These sector tilts make IWY somewhat less volatile and thus, appealing to investors looking for a more stable mega-cap growth fund. Notably, instead of replicating the index, the fund uses a representative sampling indexing strategy. The index is reconstituted and rebalanced on an annual basis.
IWY MSCI ESG Analytics Insight
iShares Russell Top 200 Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.54 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 Growth ETF ranks in the 20th percentile within its peer group and in the 5th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWY 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.
IWY Summary Data
IWY Portfolio Data
IWY Index Data
IWY Portfolio Management
IWY Tax Exposures
IWY Fund Structure
IWY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWY. IWY is rated a 5 out of 5.
IWY Sector/Industry Breakdown
IWY Economic Development
IWY Performance Statistics
IWY MSCI ESG Ratings
IWY Benchmark Comparison Summary
IWY Benchmark Comparison Market Cap Size