Despite its cost advantage over its actively managed counterparts, iShares Russell 2000 Value ETF IWN earns a Morningstar Analyst Rating of Neutral. It starts at a disadvantage relative to its closest index peers because its parent index will likely suffer from a larger rebalancing drag, which can hurt performance. Also, there are cheaper index alternatives.
Will IWN 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 IWN’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWN 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 IWN’s parent organization’s priorities and whether they’re in line with investors’ interests.