iShares Russell Midcap ETF Analysis Highlights Key Factors

iShares Russell Midcap Index Fund ETF (IWR) shows a mixed exposure to value, quality, momentum, and low volatility factors. While the technology sector is its largest holding, the overall score indicates average potential. Investors should consider these ratings before making decisions.

Date: 16-02-2025

AI Rating: 5

Key Factors Affecting IWR's Performance

The iShares Russell Midcap Index Fund ETF (IWR) is classified as a Large-Cap Value ETF, with its largest investments in the Technology sector, particularly in Software & Programming. The report provides insights into the ETF's exposure across major investing factors.

The scores for the major factors offer a mixed picture:

Value Score: 55 - This indicates a moderately positive stance towards value, suggesting some potential for investors interested in undervalued assets.
Momentum Score: 50 - A neutral score reflects that the ETF's performance momentum is average, without strong upward or downward trends.
Quality Score: 45 - This is on the lower end, signaling potential concerns regarding the quality of the underlying assets.
Low Volatility Score: 45 - Similar to the quality score, this may indicate that the ETF's investments are not exhibiting strong stability, which could be a concern for risk-averse investors.

Despite being primarily invested in technology, which can be a growth driver, the overall scores indicate average performance across key investment factors. Investors seeking higher returns might want to proceed with caution, particularly given the ETF's lower scores on quality and low volatility, which could impact performance in volatile markets.

Stocks: IWR