IShares Core S&P Small-Cap ETF IJR provides broadly diversified, low-turnover exposure to U.S. small-cap stocks. The fund has a well-constructed portfolio, but the advantages of a broad indexing approach might not fully translate to small-cap stocks. The fund earns a Morningstar Analyst Rating of Silver.
Morningstar’s Analysis IJR
Will IJR 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 IJR’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of IJR’s parent organization’s priorities and whether they’re in line with investors’ interests.