IJHiShares Core S&P Mid-Cap ETF

Beacon PickGrow my money26y track recordRanked #5 of 2,993 in this goal

Tracks the investment results of an index composed of mid-capitalization U.S. equities.

By iShares · Launched 2000

Annual Cost

0.05%

#131 of 5,853 · low cost

Fund Size

$124.3B

#24 of 5,853 · large

Return (1Y)Goal

+19.6%

Track Record

26 years

#76 of 5,853 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,956+19.6%

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

What's inside

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 = 10.4% of fund✓ well diversified

BLACKROCK GLOBAL

3.7%

TechnipFMC PLC

0.9%

Casey'S General Stores Inc.

0.8%

United Therapeutics Corporation

0.8%

Curtiss-Wright Corp.

0.8%

FLEX LTD

0.8%

XPO Inc

0.7%

Woodward Inc.

0.7%

Royal Gold, Inc.

0.6%

US Foods Holding Corp

0.6%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Industrials

25.1%

Technology

17.5%

Financial Services

13.9%

Consumer Cyclical

10.5%

Healthcare

8.9%

Real Estate

7.2%

Basic Materials

4.8%

Energy

4.6%

Other

7.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.7%Moderate

Year-on-year price swings

Max drawdown

-42.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.57Decent risk-adjusted returns

Sortino (3Y)

0.83Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of an index composed of mid-capitalization U.S. equities.
Strategy: Seeks to track the investment results of the S&P MidCap 400, which measures mid-cap U.S. equities. The Fund invests primarily in securities with market capitalizations between $7.4 billion and $20.5 billion, focusing on financials and industrials sectors.
Inception date: May 22, 2000
Fund family: iShares