Key stats
About iShares Russell Mid-cap Value ETF
Expense ratio
0.23%
Home page
Inception date
Jul 17, 2001
IWS is well-known in the mid-cap value space, holding approximately 550+ stocks in its basket. The fund pulls from a subset of the Russell 1000, avoiding the largest 200 stocks. The underlying index focuses on US stocks that are believed to be undervalued relative to all securities in the Russell mid-cap Index. Securities with lower price-to-book ratios and lower forecasted growth values are selected for index inclusion. The index is reconstituted annually to ensure larger stocks do not distort the performance of the mid-cap value market.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.