iShares Morningstar Mid-Cap ETF

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Основные параметры

Цена последней сделки 241.44
Код ценной бумаги JKG
Полное наименование iShares Morningstar Mid-Cap ETF
Объем 831280000000
Изм за день, % -0.0
Комиссия 0.25
Дата основания Jun 28. 2004
Ссылка ссылка
Тип актива Equity
Индекс Morningstar Mid Core Index
Регион North America
Средний P/E 22.71
Дивиденды 1.08
5 летняя доходность 94.08
3 летняя доходность 32.31
Годовая доходность 15.76
Бета 1.13

Топ эмитентов

Эмитент Доля, %
TE Connectivity 1.55
Parker-Hannifin 1.31
PPG 1.27
Microchip Technology 1.38
T. Rowe Price 1.26
Freeport-McMoRan Inc. 1.58
Aptiv 1.41
Alexion 1.23
KLA 1.6
Peloton Interactive, Inc. 1.4
Xilinx 1.33
TransDigm 1.2

Описание iShares Morningstar Mid-Cap ETF

This ETF is one of several ETFs available that offers exposure to mid cap U.S. stocks, an asset class that can make up a significant portion of long-term, buy-and-hold portfolios. As such, this ETF may be more appealing to those in the portfolio construction process as opposed to short term traders. Mid cap stocks are appealing to many because they still have significant growth potential but they are less risky than their small and micro cap brethren. JKG offers exposure to a balanced portfolio of stocks, including close to 211 securities, spreading the assets relatively evenly across these companies that exhibit 'average' growth and value characteristics. The expense ratio is pretty cheap, although there are several funds that do offer a lower cost. For those seeking other options in the space similar choices can be found in the MDY and IJH funds, the ultra-cheap FMM, and equal-weighted EWRM.