iShares Russell Midcap ETF Factors Analyzed: Value, Momentum & More

A recent report provides an analysis of the iShares Russell Midcap Index Fund ETF (IWR), focusing on its exposure to key investing factors such as value, momentum, quality, and low volatility. Notably, the technology sector constitutes the ETF's largest portfolio segment.

Date: 09-11-2024

AI Rating: 6

The report presents the fundamental analysis of the iShares Russell Midcap Index Fund ETF (IWR) focusing on various investing factors. The ETF's exposure to each factor is summarized below:

Value: The score is 52, indicating a moderate exposure to value investments.
Momentum: The score is 43, reflecting a lower focus on momentum-driven stocks.
Quality: With a score of 42, it shows limited exposure to high-quality investments.
Low Volatility: Scoring 46 suggests a moderate presence of low volatility investments in the portfolio.

The largest sector represented within IWR is the Technology sector, specifically the Software & Programming industry. While these scores do not provide explicit figures on earnings per share, revenue growth, net income, or profit margins, the moderate scores in value and low volatility may attract certain investors looking for stability in their investments.

Overall, the ETF appears to be positioned for investors interested in a blend of value and stability but may not appeal as strongly to those seeking high-quality growth or momentum plays.

Stocks: IWR