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iShares S&P Mid-Cap 400 Value ETF (IJJ)IJJ
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Upturn Advisory Summary
09/12/2024: IJJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Profit: -7.38% | Upturn Advisory Performance  3 | Avg. Invested days: 41 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/12/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Profit: -7.38% | Avg. Invested days: 41 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/12/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 162822 | Beta 1.02 |
52 Weeks Range 91.64 - 124.28 | Updated Date 09/19/2024 |
52 Weeks Range 91.64 - 124.28 | Updated Date 09/19/2024 |
AI Summarization
Overview of iShares S&P Mid-Cap 400 Value ETF (IJJ)
Profile
Target Sector: Mid-cap value stocks Asset Allocation: Equities (US Mid-Cap stocks) Investment Strategy: Passively tracks the S&P MidCap 400 Value Index
Objective
The primary goal is to provide investors with long-term capital appreciation and income potential by tracking the performance of mid-cap value stocks in the S&P 400.
Issuer
BlackRock
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation for financial stability and expertise.
- Management: The ETF is managed by a team of experienced professionals with a deep understanding of the US equity market.
Market Share
IJJ is the second-largest ETF in the mid-cap value ETF category, with a market share of roughly 15%.
Total Net Assets
IJJ has approximately $17.12 billion in total net assets as of 2023-11-14.
Moat
Competitive Advantages:
- Low expense ratio: IJJ has an expense ratio of 0.19%, which is lower than many other mid-cap value ETFs.
- Liquidity: IJJ trades with high volume, making it easy to buy and sell shares.
- Experienced management: BlackRock's experienced management team provides investors with confidence in the ETF's management.
Financial Performance
Historical Performance:
- Year-to-date (YTD): -17.57%
- 1 year: -18.36%
- 3 years: 18.04%
- 5 years: 14.21%
- 10 years: 12.26%
Benchmark Comparison: IJJ has historically outperformed the S&P 500 index, particularly in periods of market volatility.
Growth Trajectory
The mid-cap value segment is expected to experience moderate growth in the coming years, driven by the potential for higher earnings growth and valuation expansion.
Liquidity
Average Trading Volume: IJJ has an average daily trading volume of over 1.5 million shares. Bid-Ask Spread: The typical bid-ask spread for IJJ is around 0.02%.
Market Dynamics
IJJ is affected by various market factors, including:
- Economic indicators: Economic growth, inflation, and interest rates can impact the performance of mid-cap companies.
- Sector growth: The performance of the value stock segment can influence the ETF's returns.
- Market sentiment: Investor confidence and risk appetite can drive short-term price fluctuations.
Competitors
Key competitors include:
- iShares S&P MidCap 400 Growth ETF (IJK)
- Vanguard Mid-Cap Value ETF (VOE)
- Schwab Mid-Cap Value ETF (SCHM)
Expense Ratio
IJJ has an expense ratio of 0.19%.
Investment Approach and Strategy
Strategy: IJJ passively tracks the S&P MidCap 400 Value Index, which comprises mid-cap stocks with value characteristics. Composition: The ETF holds a diversified portfolio of approximately 250 mid-cap value stocks across various industries.
Key Points
- IJJ offers exposure to a diversified portfolio of mid-cap value stocks.
- The ETF has a low expense ratio and high liquidity.
- IJJ has historically outperformed the S&P 500 index.
Risks
- Market risk: IJJ is subject to the risks associated with the stock market, including volatility and potential for losses.
- Interest rate risk: Rising interest rates could hurt the performance of mid-cap value stocks.
- Sector risk: IJJ is concentrated in the mid-cap value sector, making it susceptible to sector-specific risks.
Who Should Consider Investing
IJJ is suitable for investors seeking:
- Long-term capital appreciation and income potential.
- Exposure to mid-cap value stocks with a diversified portfolio.
- A low-cost and liquid ETF option.
Evaluation of IJJ's Fundamentals Using an AI-based Rating System
Fundamental Rating Based on AI: 8.5/10
IJJ's strong financial performance, competitive advantages, and experienced management team are reflected in its high AI-based rating. The ETF's exposure to mid-cap value stocks offers potential for long-term growth and diversification.
Disclaimer:
- This analysis is for informational purposes only and should not be considered investment advice.
- This information is based on data available as of 2023-11-14 and may be outdated.
- Always conduct your own research and due diligence before making any investment decisions.
Resources
- iShares S&P Mid-Cap 400 Value ETF website: https://www.ishares.com/us/products/239601/ishares-sp-midcap-400-value-etf
- Morningstar IJJ ETF Page: https://www.morningstar.com/etfs/arcx/ijj/quote
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares S&P Mid-Cap 400 Value ETF
The index measures the performance of the mid-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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