IJJ
iShares S&P Mid-Cap 400 Value ETF
📎 Investment Objective
The iShares S&P Mid-Cap 400 Value ETF (IJJ) seeks to track the investment results of an index composed of mid-capitalization U.S. equities exhibiting value characteristics.
Overview
ETF tracking iShares S&P Mid-Cap 400 Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares S&P Mid-Cap 400 Value ETF (IJJ) seeks to track the investment results of an index composed of mid-capitalization U.S. equities exhibiting value characteristics.
🎯 Investment Strategy
The ETF employs a passive management strategy, attempting to replicate the performance of the S&P MidCap 400 Value Index. The index is designed to measure the performance of mid-capitalization U.S. equities that exhibit value characteristics.
✨ Key Features
- Provides exposure to mid-cap U.S. stocks with value characteristics
- Passively managed to track the S&P MidCap 400 Value Index
- Low expense ratio of 0.00%
- Suitable for investors seeking mid-cap value equity exposure
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Sector concentration risk: The ETF may be more susceptible to economic, political, or regulatory events affecting a particular sector
- Mid-cap risk: Stocks of mid-cap companies may be subject to more abrupt or erratic market movements than those of larger, more established companies
- Value investing risk: Value stocks may perform differently from the market as a whole and following a value-oriented investment strategy may not achieve the desired results
👤 Best For
This ETF may be suitable for investors seeking exposure to mid-cap U.S. equities with value characteristics as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.