IWX : iShares Russell Top 200 Value ETF

IWX is a US Stocks Market Large Value with LOW fees.

IWX

iShares Russell Top 200 Value ETF

FI Score

68 /100

Diversification Rating

5 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

68% FI Score
  • iwx
  • ETF
  • US Stocks
  • Large Value

iShares Russell Top 200 Value ETF

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the investment results of the Russell Top 200 Value Index, which measures the performance of the largest capitalization value sector of the U.S. equity market. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.

Largest Holdings

Amount Holding
4.40% Berkshire Hathaway Inc
4.01% Johnson & Johnson
3.83% JPMorgan Chase & Co
3.37% The Procter & Gamble Company
3.23% Intel Corporation
2.95% Verizon Communications Inc
2.78% AT&T Inc
2.48% The Walt Disney Company
2.47% Exxon Mobil Corporation
2.42% Bank of America Corporation

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