IShares S&P Mid-Cap 400 Value ETF IJJ is a solid, low-cost choice for exposure to mid-cap value stocks. It is somewhat volatile because of small-cap companies’ prominence in the portfolio, but market-cap weighting and a broad reach make this fund an attractive option overall. It earns a Morningstar Analyst Rating of Bronze.
Will IJJ 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 IJJ’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IJJ 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 IJJ’s parent organization’s priorities and whether they’re in line with investors’ interests.