IShares S&P Mid-Cap 400 Value ETF's IJJ broadly diversified, market-cap-weighted portfolio makes it a solid choice for mid-cap value investors. It is cheap and should stack up well over the long term, but an increasingly competitive fee landscape among passive funds in the mid-cap value Morningstar Category warrants a downgrade to a Morningstar Analyst Rating of Bronze from Silver.
iShares S&P Mid-Cap 400 Value ETF IJJ
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IJJ 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 IJJ’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of IJJ’s parent organization’s priorities and whether they’re in line with investors’ interests.
Tracks the smaller, cheaper end of the mid-cap universe.
