iShares S&P Mid-Cap 400 Value ETF (IJJ) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $148.08
• Expense Ratio: 18.00%
• Assets Under Management: $8.7B
• Number of Holdings: 304
• Inception Date: 2000-07-24
• Currency: USD

Winston Score

iShares S&P Mid-Cap 400 Value ETF has a Winston Score of 81 out of 100.

Performance

• 1-Year Return: 23.38%
• 3-Year Return: 40.61%
• 5-Year Return: 31.51%

Top Holdings

US FOODS HOLDING CORP (N/A%), RELIANCE STEEL & ALUMINUM (N/A%), TD SYNNEX CORP (N/A%), PERFORMANCE FOOD GROUP (N/A%), ANNALY CAPITAL MANAGEMENT REIT INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)