IShares Russell Mid-Cap Value ETF IWS is a solid, cost-efficient mid-cap value fund. Its market-cap-weighted portfolio should fare well against Morningstar Category peers, but an increasingly competitive fee landscape among passive funds within the mid-cap value Morningstar Category warrants a downgrade to a Morningstar Analyst Rating of Bronze from Silver.
Will IWS 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 IWS’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWS 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 IWS’s parent organization’s priorities and whether they’re in line with investors’ interests.