IShares S&P Small-Cap 600 Value ETF takes an aggressive stance, but a profitability bias and superior diversification make it a compelling option in the small-value Morningstar Category.
iShares S&P Small-Cap 600 Value ETF IJS
Morningstar’s Analysis IJS
Will IJS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IJS 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 IJS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Molina Healthcare Inc | 1.16 | 91M | Healthcare |
BlackRock Cash Funds Treasury SL Agency | 1.14 | 90M | Cash and Equivalents |
Match Group Inc Ordinary Shares - New | 0.97 | 76M | Communication Services |
Eastman Chemical Co | 0.94 | 74M | Basic Materials |
Jackson Financial Inc | 0.88 | 69M | Financial Services |
Vishay Intertechnology Inc | 0.84 | 66M | Technology |
CarMax Inc | 0.83 | 66M | Consumer Cyclical |
LKQ Corp | 0.76 | 60M | Consumer Cyclical |
Enphase Energy Inc | 0.74 | 58M | Technology |
Lincoln National Corp | 0.72 | 57M | Financial Services |
United States