Russell Midcap Index ETF Overview and Investment Details

The Russell Midcap Index ETF is designed to track the performance of the Russell Midcap Index, which consists of the 800 smallest companies in the Russell 3000 Index. This index represents about 30% of the US stock market's capitalization.

The ETF has a low expense ratio of 0.15%, making it a cost-effective option for investors. This means that a larger portion of your investment can go towards actually growing your wealth.

The Russell Midcap Index ETF invests in a broad range of midcap stocks, providing diversification and minimizing risk. This is especially important for investors who want to balance their portfolio without sacrificing potential returns.

The operating fees for the Russell Midcap Index ETF are relatively low and transparent. The expense ratio is 0.19%, which is a significant factor to consider when investing in this ETF.

The management fee is also 0.19%, which is the same as the expense ratio. This suggests that the fund is managed efficiently with minimal overhead costs.

Other operating fees, such as the 12b-1 fee and administrative fee, are not applicable to this ETF.

Here's a breakdown of the operating fees:

It's worth noting that these fees are subject to change, and it's always a good idea to review the prospectus for the most up-to-date information.

The Russell Midcap Index ETF is a popular investment option that tracks the performance of the Russell Midcap Index, which covers the middle segment of the US stock market. It's a great way to gain exposure to a broad range of mid-cap companies.

The fund has a low expense ratio of 0.22%, making it an attractive option for investors looking to minimize costs. This low expense ratio can help investors save money in the long run.

The Russell Midcap Index ETF has a dividend yield of 1.63%, which is higher than the S&P 500 Index. This makes it a good option for income-seeking investors.

The fund has a 5-year annualized return of 13.45%, outperforming the S&P 500 Index's 5-year annualized return of 12.45%. This shows the fund's potential for long-term growth.

The Russell Midcap Index ETF has a beta of 1.04, indicating that it has a slightly higher level of volatility compared to the S&P 500 Index. This means that the fund's value may fluctuate more than the S&P 500 Index.

The iShares Russell Midcap ETF is based on the Russell Midcap index, which tracks the 800-smallest companies in the Russell 1000.

The Russell Midcap index is a market-cap-weighted index, meaning the largest companies have a greater influence on the overall performance of the index.

The iShares Russell Midcap ETF was launched on July 17, 2001.

It is issued by BlackRock, a well-established and reputable financial institution.

The iShares Russell Mid-Cap ETF has an implied analyst target price of $65.50 per unit based on its underlying holdings.

Analysts are optimistic about the ETF, predicting an 11% upside for its holdings, with a target price of $60.69 per unit.

Return Trailing is a measure of an investment's performance over time, and it's essential to understand how it works. The data shows that the Investment's IWR Return has been negative in the short term, but has improved over the long term, with a 10-year return of 9.5%.

The 1-year return of 16.9% is a significant improvement over the 3-year return of 4.9% and the 5-year return of 9.4%. This suggests that the investment has had a strong year, but its long-term performance is still a concern.

A look at the Category Return Low and High provides some context. The 10-year Category Return Low of 3.2% is a significant improvement over the 3-year Category Return Low of -17.5%. This indicates that the investment has performed relatively well compared to its peers over the long term.

Here's a summary of the Investment's Return Trailing performance over different time periods:

The Growth of $10,000 is a key metric in evaluating an investment's performance over time.

Looking at the iShares Russell Mid-Cap ETF (IWR), we see that the growth of $10,000 over 10 years would have yielded a return of 9.5% annually, according to the article. This is a significant increase, and it's essential to consider this growth when making investment decisions.

Here's a breakdown of the growth of $10,000 in the iShares Russell Mid-Cap ETF over different time periods:

*Annualized

The growth of $10,000 in the iShares Russell Mid-Cap ETF is impressive, and it's essential to consider this growth when making investment decisions.

Analysts are optimistic about the mid-cap space, with some predicting an 11% upside for the iShares Russell Mid-Cap ETF.

The ETF's underlying holdings are expected to drive this growth, with analysts anticipating a price increase to $60.69 per unit.

Mid-cap stocks have been performing well lately, partly due to favorable governmental policies and strong valuations.

The iShares Russell Mid-Cap ETF has a history of delivering strong returns, with a 5-year annualized return of 9.4% and a 10-year annualized return of 9.5%.

Here's a breakdown of the ETF's returns over different periods:

In fact, the ETF has outperformed its category in several periods, including the 5-year and 10-year periods.

The stock sector breakdown is a crucial aspect of investment analysis. It shows how different sectors of the market are performing and how they contribute to the overall portfolio.

Technology is the largest sector in the market, making up 16.64% of the stock sector breakdown. It has a return range of 0.00% to 40.65%.

Industrials, on the other hand, have a weighting of 13.67% and a return range of 0.00% to 45.89%. This sector has been performing exceptionally well, ranking 74.43% in the IWR % Rank.

Financial Services have a weighting of 12.71% and a return range of 0.00% to 46.10%. This sector is also performing well, ranking 65.34% in the IWR % Rank.

Consumer Cyclical has a weighting of 12.02% and a return range of 2.49% to 46.48%. This sector has a relatively high return range, indicating a higher level of volatility.

Healthcare has a weighting of 10.29% and a return range of 0.00% to 24.06%. This sector has a relatively low return range, indicating a lower level of volatility.

Here's a summary of the top 5 sectors in the stock sector breakdown:

The Russell Midcap Index ETF is a popular investment option for those looking to tap into the mid-cap market.

It tracks the performance of the Russell Midcap Index, which consists of 800 to 1,000 mid-cap stocks.

The ETF has an expense ratio of 0.18%, making it a relatively low-cost option for investors.

It's worth noting that the Russell Midcap Index has outperformed the S&P 500 Index in several periods, including the 2008 financial crisis.

In terms of sector allocation, the majority of the fund is invested in unclassified sectors, making up a whopping 71.26% of the total.

This is a significant allocation, indicating that a large portion of the fund's assets are not categorized into specific sectors. The next largest allocation is to Industrials, which account for 9.96% of the fund.

Industrials is the second-largest sector in the fund, with a significant allocation of 9.96%. This suggests that the fund managers have a strong belief in the growth potential of industrial companies.

Here's a breakdown of the sector allocation in the fund:

The fund's allocation to Information Technology is 6.59%, indicating that the managers believe in the growth potential of tech companies.

The implied analyst target price for the iShares Russell Mid-Cap ETF is $61.83 per unit, based on its underlying holdings.

This price is derived from analyzing the ETF's holdings and comparing them to the target prices of the underlying stocks. The result is a clear indication of the ETF's potential value.

The iShares Russell Mid-Cap ETF has an implied analyst target price of $60.60 per unit, another example of how the ETF's value can be estimated based on its holdings.

This suggests that the ETF's value may be closer to $60.60 than $62, at least according to analyst estimates.

The Russell Midcap Index ETF is a great way to invest in mid-sized companies, with the fund tracking the performance of the Russell Midcap Index, which consists of 800 mid-cap stocks.

The index is reconstituted annually in June, with the stocks being selected based on market capitalization.

The ETF's net expense ratio is 0.23%, making it a cost-effective option for investors.

Distributions are an essential aspect of your investment portfolio, and it's crucial to understand the specifics of your investments' distribution policies.

The YTD Total Return on your investment is -0.1%. This means that for the year so far, your investment has actually lost a small amount of value.

The 3 Yr Annualized Total Return is 4.9%, which is a respectable return over the past three years. This rate of return is calculated by taking the total return over the past three years and annualizing it.

The 5 Yr Annualized Total Return is 9.4%, which is a significant return over the past five years. This rate of return is also calculated by taking the total return over the past five years and annualizing it.

Capital Gain Distribution Frequency is Annually, which means you can expect to receive a capital gains distribution once a year.

Net Income Ratio is 1.07%, which is a relatively small percentage of the total return.

Dividend Yield is 1.5%, which is a moderate return on investment for dividend-paying stocks.

Dividend Distribution Frequency is Quarterly, which means you can expect to receive dividend payments four times a year.

Here's a summary of the distribution information:

Historical prices are a crucial aspect of financial data, and understanding how they've changed over time is essential for making informed investment decisions.

In the past, stock prices have fluctuated significantly, with the S&P 500 index experiencing a 10% drop in 2008 and a 20% gain in 2020.

The average annual return on the S&P 500 from 1928 to 2020 was 10%, with a standard deviation of 20%.

Historical prices can also be influenced by major economic events, such as the 2008 global financial crisis, which led to a significant decline in stock prices worldwide.

The price of gold, as recorded in the article, has increased from $200 in 2000 to $1,800 in 2020, a 800% gain over two decades.

Inflation rates have also had a significant impact on historical prices, with the US inflation rate averaging 3.5% from 1928 to 2020.