IJHiShares Core S&P Mid-Cap ETF

Beacon PickGrow my money26y track recordRanked #5 of 2,960 in this goal

Seeks to track the investment results of an index composed of mid-capitalization U.S. equities.

By iShares · Launched 2000

Annual Cost

0.05%

#275 of 5,562 · low cost

Fund Size

$119.2B

#26 of 5,562 · large

Return (1Y)Goal

+27.5%

Track Record

26 years

#78 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,347+23.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index tracking

Index tracked

S&P MidCap 400 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.9% of fund✓ well diversified

BLACKROCK GLOBAL

4.2%

Ciena Corp

1.0%

Coherent Corp

0.9%

Lumentum Holdings Inc

0.8%

Flex Ltd

0.7%

Twilio Inc

0.7%

United Therapeutics Corp

0.7%

Pure Storage Inc

0.7%

Casey's General Stores Inc

0.6%

Curtiss-Wright Corp

0.6%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Industrials

24.7%

Technology

17.8%

Financial Services

13.8%

Consumer Cyclical

10.6%

Healthcare

9.0%

Real Estate

7.3%

Energy

4.9%

Basic Materials

4.8%

Other

7.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.8%Moderate

Year-on-year price swings

Max drawdown

-42.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.68Decent risk-adjusted returns

Sortino (3Y)

1.01Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
Strategy: Tracks the S&P MidCap 400 Index, which measures mid-cap U.S. equities' performance. The Fund invests primarily in component securities of the Underlying Index, aiming for at least 80% of assets in these securities. It uses a representative sampling strategy to maintain similar investment characteristics to the Index.
Inception date: May 22, 2000
Fund family: iShares