IShares S&P Mid-Cap 400 Growth ETF roams the smaller, cheaper portion of the mid-cap growth market. It may lag its category peers when growth is in favor, but market-cap weighting, broad diversification, and a low fee should give it an edge in the long run. It earns a Morningstar Analyst Rating of Silver.
Will IJK 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 IJK’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of IJK’s parent organization’s priorities and whether they’re in line with investors’ interests.