Morningstar

iShares S&P Mid-Cap 400 Growth ETF IJK

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

Morningstar’s Analysis IJK

Will IJK outperform in the 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 IJK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A distinct yet appealing mid-cap growth ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares S&P Mid-Cap 400 Growth ETF’s low fee, broad diversification, and slight quality tilt make it a compelling option in the mid-cap growth Morningstar Category.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IJK

More IJK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.76 192M
Technology

Carpenter Technology Corp

1.56 170M
Industrials

TechnipFMC PLC

1.55 169M
Energy

Curtiss-Wright Corp

1.51 165M
Industrials

nVent Electric PLC

1.41 154M
Industrials

ATI Inc

1.38 151M
Industrials

Everpure Inc Class A

1.35 148M
Technology

XPO Inc

1.32 144M
Industrials

Woodward Inc

1.31 143M
Industrials

Okta Inc Class A

1.26 137M
Technology

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