May 12, 2015

iShares Core S&P Mid-Cap ETF (IJH)

iShares Core S&P Mid-Cap ETF (IJH) is an index exchange traded fund. This popular ETF invests mainly in mid-sized U.S. companies. It provides low cost opportunity for access to US equity market. The fund objective is to provide long term capital growth.

IJH Fund Details

    iShares Core S&P Mid-Cap ETF (IJH)
  • Fund Inception Date: 05/22/2000
  • Ticker Symbol: IJH
  • CUSIP: 464287507
  • Rank in category (YTD): 27%
  • Category: Mid Cap Blend
  • Yield: 1.53%
  • Capital Gains: -
  • Expense Ratio: 0.07%
  • Total Assets: $ 39.70 billion
  • Annual Turnover Rate: -
Updated May 2017

The iShares Core S&P Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities, S&P MidCap 400 index. Its expense fee is 0.12%. This fund is traded at NYSE Arca exchange. The current share price is $149.07.

iShares Core S&P Mid-Cap ETF Return

In 2014, this top U.S. stock fund has total return of 9.71%. It has returned 15.86% over the past 3 year, and 15.26% over the past 5 year. Morningstar has ranked this mid cap blend fund with 4 star rating. The fund returns for the past 5 years is as follows:
YearReturn
201333.46%
20149.71%
2015-2.33%
201620.73%
20174.72%(YTD)
The top 5 stocks in its portfolio are Hanesbrands Inc (HBI), Equinix Inc (EQIX), SL Green Realty Corp (SLG), Henry Schein Inc (HSIC), and Church & Dwight Company, Inc. (CHD). Top 4 sectors are financials, information technology, industrials, and consumer discretionary.

Fund Risks

The investment risks include market risk, tracking error risk, mid cap companies risk, etc. This ETF is distributed by BlackRock Investments LLC.

More: Mid Cap Growth ETFs

Pros:
  • This iShares Core S&P Mid-Cap ETF has low expense fee.
  • This iShares ETF provides yield for income.
Cons:
  • None.

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