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Morningstar

iShares® ESG Screened S&P Mid-Cap ETF XJH

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis XJH

Will XJH outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XJH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XJH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XJH’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares ® ESG Screened S&P Mid-Cap ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XJH

More XJH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

0.86 1.6 Mil
Industrials

GoDaddy Inc Class A

0.84 1.6 Mil
Technology

Pure Storage Inc Class A

0.80 1.5 Mil
Technology

EMCOR Group Inc

0.79 1.5 Mil
Industrials

Williams-Sonoma Inc

0.79 1.5 Mil
Consumer Cyclical

Reliance Inc

0.73 1.4 Mil
Basic Materials

Lennox International Inc

0.68 1.3 Mil
Industrials

Owens-Corning Inc

0.68 1.3 Mil
Industrials

Burlington Stores Inc

0.64 1.2 Mil
Consumer Cyclical

Watsco Inc Class A

0.64 1.2 Mil
Industrials