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Morningstar

iShares® ESG Screened S&P Mid-Cap ETF XJH

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

Morningstar’s Analysis XJH

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

  • People Pillar

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

A sound investment process and strong management team underpin iShares ® ESG Screened S&P Mid-Cap ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XJH

More XJH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

0.85 1.7 Mil
Industrials

Pure Storage Inc Class A

0.83 1.6 Mil
Technology

Williams-Sonoma Inc

0.82 1.6 Mil
Consumer Cyclical

EMCOR Group Inc

0.77 1.5 Mil
Industrials

Lennox International Inc

0.75 1.5 Mil
Industrials

Reliance Inc

0.70 1.4 Mil
Basic Materials

Burlington Stores Inc

0.66 1.3 Mil
Consumer Cyclical

Owens-Corning Inc

0.66 1.3 Mil
Industrials

Watsco Inc Class A

0.65 1.3 Mil
Industrials

Manhattan Associates Inc

0.64 1.3 Mil
Technology