IShares Russell Mid-Cap Value ETF IWS provides a market-cap-weighted portfolio that effectively represents the mid-cap value Morningstar Category. Its diversification and low fee should make the fund hard to beat, supporting a Morningstar Analyst Rating of Bronze.
Morningstar’s Analysis IWS
Will IWS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 702
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 6.8