IShares Core S&P Small-Cap ETF IJR provides broadly diversified, low-turnover exposure to U.S. small caps. Despite having a well-constructed portfolio, small-cap stocks are less widely followed, more volatile, less frequently traded, and more prone to mispricing than large caps. These considerations limit the fund’s Morningstar Analyst Rating to Silver.
iShares Core S&P Small-Cap ETF IJR
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IJR 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 IJR’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IJR 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 IJR’s parent organization’s priorities and whether they’re in line with investors’ interests.
Small-cap exposure at an attractive price tag.
