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Morningstar

iShares Core S&P Small-Cap ETF IJR

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

Morningstar’s Analysis IJR

Will IJR 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 IJR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Controls risk in the U.S. small-cap market.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares Core S&P Small-Cap ETF and iShares S&P SmallCap 600 ETF’s low fee, broad diversification, and profitability bias make them hard to beat. Both the U.S. and Ireland-domiciled strategies earn Morningstar Medalist Ratings of Silver.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IJR

More IJR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

2.07 1.6 Bil
Cash and Equivalents

Ensign Group Inc

0.58 441.7 Mil
Healthcare

ATI Inc

0.56 425.5 Mil
Industrials

SPS Commerce Inc

0.55 414.8 Mil
Technology

Mueller Industries Inc

0.54 407.4 Mil
Industrials

Fabrinet

0.53 399.6 Mil
Technology

AAON Inc

0.52 392.0 Mil
Industrials

Abercrombie & Fitch Co Class A

0.51 388.0 Mil
Consumer Cyclical

Alaska Air Group Inc

0.51 384.8 Mil
Industrials

SM Energy Co

0.50 378.9 Mil
Energy