IShares Russell 2000 Value ETF IWN is broadly diversified and sports a competitive fee, but its index does little to mitigate the market-impact costs of regular rebalancing, which can weigh on returns. This limits the fund's appeal and warrants a Morningstar Analyst Rating of Neutral.
Will IWN 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 IWN’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWN 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 IWN’s parent organization’s priorities and whether they’re in line with investors’ interests.