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Morningstar

iShares S&P Small-Cap ETF IJR

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

Morningstar’s Analysis IJR

Will IJR 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 IJR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJR 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 IJR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence in iShares S&P Small-Cap ETF's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Bronze from 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 IJR

More IJR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Small-Cap ETF

99.95 510.3 Mil
—

AUD - Spendable Cash

0.15 775,635
Cash and Equivalents

USD/AUD Purchased

0.13 683,671
Derivative

USD/AUD Sold

0.00 0
Derivative

USD/AUD Sold

0.00 0
Derivative

AUD - Other Payables/Receivables

0.00 −6,832
Cash and Equivalents

USD - Spendable Cash

−0.10 −493,484
Cash and Equivalents

USD/AUD Purchased

−0.13 −683,677
Derivative