IWS : iShares Russell Mid-Cap Value ETF

IWS is a US Stocks Market Mid-Cap Value with LOW fees.


iShares Russell Mid-Cap Value ETF

FI Score

76 /100

Diversification Rating

5 /10

Expense Ratio Rating

10 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

76% FI Score
  • iws
  • ETF
  • US Stocks
  • Mid-Cap Value

iShares Russell Mid-Cap Value ETF

Expenses: 0.24% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the investment results of the Russell Midcap Value Index, which measures the performance of the mid-capitalization value sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Largest Holdings

Amount Holding
1.19% Newmont Corporation
0.91% Digital Realty Trust, Inc
0.91% Sempra Energy
0.89% Xcel Energy Inc
0.75% WEC Energy Group, Inc
0.71% Eversource Energy
0.68% The Kroger Co
0.66% Public Service Enterprise Group Incorporated
0.65% Zimmer Biomet Holdings, Inc
0.65% Consolidated Edison, Inc

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