iShares Russell Mid-Cap ETF (IWR)
81.47
+0.13
(+0.16%)
USD |
NYSEARCA |
Mar 18, 16:00
81.48
+0.01
(+0.01%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.19% | -0.02% | 32.11B | 1.030M |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.36% | 12.00% | -248.48M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
Russell Mid Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 16.18 yrs |
Jennifer Hsui | 11.59 yrs |
Paul Whitehead | 2.16 yrs |
Performance Versus Category
As of March 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 18, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
Russell Mid Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 16.18 yrs |
Jennifer Hsui | 11.59 yrs |
Paul Whitehead | 2.16 yrs |