IShares Russell Mid-Cap ETF IWR is a great way to invest in US mid-cap stocks. However, there are cheaper mid-blend index funds available. It earns a Morningstar Analyst Rating of Silver.
Will IWR outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWR’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWR 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 IWR’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares IWR’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether IWR’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.