IShares Russell Mid-Cap ETF IWR sweeps in stocks that are representative of the investment opportunity set in the U.S. mid-cap market. It leverages the market’s collective wisdom via market-cap weighting to size positions and deliver a diversified and low-turnover portfolio. These features earn the fund a Morningstar Analyst Rating of Silver.
Will IWR 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 IWR’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWR 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 IWR’s parent organization’s priorities and whether they’re in line with investors’ interests.