Morningstar

iShares S&P Mid-Cap 400 Growth ETF IJK

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IJK

Will IJK outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IJK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IJK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IJK’s parent organization’s priorities and whether they’re in line with investors’ interests.

A distinct yet appealing mid-cap growth ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares S&P Mid-Cap 400 Growth ETF’s low fee, broad diversification, and slight quality tilt make it a compelling option in the mid-cap growth Morningstar Category.

by Zachary Evens
Rated on Published on

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Portfolio Holdings IJK

More IJK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

2.13 220M
Technology

TechnipFMC PLC

1.61 166M
Energy

United Therapeutics Corp

1.48 153M
Healthcare

ATI Inc

1.30 135M
Industrials

Tenet Healthcare Corp

1.26 130M
Healthcare

XPO Inc

1.24 128M
Industrials

nVent Electric PLC

1.22 126M
Industrials

Roku Inc Class A

1.21 125M
Communication Services

Royal Gold Inc

1.15 119M
Basic Materials

Dynatrace Inc Ordinary Shares

1.08 112M
Technology

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