Morningstar

iShares Russell Mid-Cap ETF IWR ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IWR

Will IWR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of IWR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well-diversified mid-cap exposure

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its High Process and Above Average People ratings. IShares Russell Mid-Cap ETF effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a low price, providing it with a durable edge over peers. The following text is from July 28, 2023.

by Daniel Sotiroff
Rated on Published on

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