Validea Reports on iShares S&P MidCap 400 ETF Factors

Validea's report highlights the exposure of iShares S&P MidCap 400 Index Fund ETF (IJH) to major investing factors like value and quality. With scores on various factors, this analysis may offer insights to investors considering the ETF in their portfolio decisions.

Date: 14-11-2024

AI Rating: 6

The report provides an overview of the iShares S&P MidCap 400 Index Fund ETF (IJH), categorizing it as a Mid-Cap Value ETF. The largest sector represented is Services, with Money Center Banks being the most significant industry.

Scores for various investing factors are provided:

Value: 59
Momentum: 50
Quality: 39
Low Volatility: 40

Although the ETF has a relatively strong value score (59), the other factors indicate moderate to low exposure. A momentum score of 50 suggests average performance concerning price trends, while a quality score of 39 indicates weaker fundamentals, potentially making it less attractive for growth-focused investors. A low volatility score of 40 suggests a limited appeal for those seeking lower-risk investments.

From an investment perspective, these scores suggest a balanced approach but may not be compelling enough for aggressive investors. While the value score provides a positive angle, the lower scores in quality and low volatility could deter conservative investors.

Stocks: IJH