Morningstar

iShares Core S&P Mid-Cap ETF IJH

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

Morningstar’s Analysis IJH

Will IJH 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 IJH’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJH 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 IJH’s parent organization’s priorities and whether they’re in line with investors’ interests.

Diversified exposure to mid-cap stocks

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 Core S&P Mid-Cap ETF effectively combines a broadly diversified portfolio of US mid-cap stocks with low turnover and a minuscule price, providing it with a durable edge over its Morningstar Category peers. The following text is from July 25, 2023.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IJH

More IJH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

0.71 645.0 Mil
Industrials

Illumina Inc

0.71 640.9 Mil
Healthcare

EMCOR Group Inc

0.69 623.3 Mil
Industrials

Williams-Sonoma Inc

0.67 605.9 Mil
Consumer Cyclical

Lennox International Inc

0.66 596.8 Mil
Industrials

Avantor Inc

0.60 539.0 Mil
Healthcare

Watsco Inc Class A

0.60 537.9 Mil
Industrials

Texas Pacific Land Corp

0.60 537.4 Mil
Energy

Manhattan Associates Inc

0.58 524.9 Mil
Technology

Chesapeake Energy Corp Ordinary Shares - New

0.58 524.6 Mil
Energy

Sponsor Center