IWRiShares Russell Mid-Cap ETF

Grow my money25y track recordRanked #77 of 2,993 in this goal

Tracks the investment results of the Russell Midcap Index.

By iShares · Launched 2001

Annual Cost

0.18%

#763 of 5,853 · low cost

Fund Size

$57.0B

#57 of 5,853 · large

Return (1Y)Goal

+17.8%

Track Record

25 years

#132 of 5,853 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,642+16.4%

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

Russell Midcap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.2% of fund✓ well diversified

BlackRock Funds III

3.0%

Corning, Inc.

0.8%

Vertiv Holdings Co.

0.8%

Howmet Aerospace, Inc.

0.7%

Western Digital Corp.

0.7%

Sandisk Corp.

0.7%

Bank of New York Mellon Corp. (The)

0.6%

Quanta Services, Inc.

0.6%

Valero Energy Corp.

0.6%

Cummins, Inc.

0.6%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

18.3%

Industrials

17.2%

Financial Services

12.6%

Healthcare

10.8%

Consumer Cyclical

10.2%

Real Estate

6.9%

Utilities

6.0%

Energy

5.8%

Other

12.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.7%Moderate

Year-on-year price swings

Max drawdown

-40.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.71Decent risk-adjusted returns

Sortino (3Y)

1.04Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the Russell Midcap Index.
Strategy: Seeks to track mid-capitalization U.S. equities by investing primarily in the Russell Midcap Index. Employs a representative sampling indexing strategy to manage the Fund, concentrating in financials and industrials sectors.
Inception date: July 17, 2001
Fund family: iShares