iShares® ESG Screened S&P Mid-Cap ETF (XJH)
38.84
+0.35
(+0.90%)
USD |
BATS |
May 02, 16:00
38.84
0.00 (0.00%)
After-Hours: 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.12% | 0.08% | 171.15M | 16800.33 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.23% | 20.00% | 54.16M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small 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 and Income |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| S&P MidCap 400 Sust Screened TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.61 yrs |
| Jennifer Hsui | 3.61 yrs |
| Paul Whitehead | 2.33 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the S&P MidCap 400 Sustainability Screened Index, which measures the performance of the mid-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small 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 and Income |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| S&P MidCap 400 Sust Screened TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.61 yrs |
| Jennifer Hsui | 3.61 yrs |
| Paul Whitehead | 2.33 yrs |