IShares Core S&P Mid-Cap ETF is a great option for exposure to mid-cap stocks, though it has a smaller market-cap orientation than most of its peers. Its broad market-cap-weighted portfolio, profitability screens, and cost advantage are tough to beat. As a result of its highly competitive category, this fund receives a downgrade to a Morningstar Analyst Rating of Silver from Gold under Morningstar’s enhanced ratings framework, which places a greater emphasis on fees.
Will IJH outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJH’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IJH management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IJH’s parent organization’s priorities and whether they’re in line with investors’ interests.