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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 7.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

0.88 1.7 Mil
Technology

GoDaddy Inc Class A

0.86 1.7 Mil
Technology

Carlisle Companies Inc

0.86 1.7 Mil
Industrials

Williams-Sonoma Inc

0.84 1.6 Mil
Consumer Cyclical

EMCOR Group Inc

0.77 1.5 Mil
Industrials

Lennox International Inc

0.74 1.5 Mil
Industrials

Reliance Inc

0.69 1.3 Mil
Basic Materials

Owens-Corning Inc

0.68 1.3 Mil
Industrials

Watsco Inc Class A

0.65 1.3 Mil
Industrials

Burlington Stores Inc

0.64 1.2 Mil
Consumer Cyclical