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Upturn AI SWOT - About
iShares Morningstar Mid-Cap Value ETF (JKI)
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Upturn Advisory Summary
03/27/2025: JKI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -7% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 19144 | Beta 1.19 | 52 Weeks Range 68.12 - 81.32 | Updated Date 03/28/2025 |
52 Weeks Range 68.12 - 81.32 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap Value ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap Value ETF (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. It focuses on providing exposure to undervalued mid-cap companies in the US market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer, known for its broad range of investment products and its track record of tracking indices effectively.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment vehicles.
Investment Objective
Goal
The investment seeks to track the investment results of the Morningstar Mid Cap Value Index, which measures the performance of U.S. mid-capitalization stocks exhibiting value characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the Morningstar Mid Cap Value Index.
Composition The ETF holds a basket of mid-cap US stocks selected based on value characteristics.
Market Position
Market Share: IWS has a considerable market share within the mid-cap value ETF segment, but faces competition from other established players.
Total Net Assets (AUM): 6488000000
Competitors
Key Competitors
- VTV
- VOE
- IJJ
Competitive Landscape
The mid-cap value ETF market is competitive, with several large players offering similar products. IWS benefits from the iShares brand and large AUM, while competitors may offer lower expense ratios or slightly different index methodologies. IWS's relatively higher expense ratio can be a disadvantage, but its size and liquidity are advantages.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Reviewing long-term returns and volatility metrics is crucial.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar Mid Cap Value Index to assess tracking efficiency.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume of IWS is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reducing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value stocks affect IWS's performance. Strong economic growth may favor value stocks.
Growth Trajectory
Growth depends on the overall market performance of mid-cap value stocks. Changes in index methodology or holdings could also impact future performance.
Moat and Competitive Advantages
Competitive Edge
IWS benefits from the strong brand recognition of iShares, a well-established ETF provider. The fund has a significant asset base, which can lead to tighter bid-ask spreads. The ETF's large size and trading volume contribute to its high liquidity, making it easy for investors to buy and sell shares. Its tracking of the Morningstar Mid Cap Value Index offers a specific and recognized benchmark.
Risk Analysis
Volatility
Volatility can be assessed by examining the ETF's standard deviation and beta. Higher volatility means greater price fluctuations.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall stock market and the risk specific to mid-cap and value stocks.
Investor Profile
Ideal Investor Profile
IWS is suitable for investors seeking exposure to mid-cap value stocks and who believe in the long-term potential of value investing. It's appropriate for those who want to diversify their portfolio with mid-sized companies considered undervalued by the market.
Market Risk
IWS is suitable for long-term investors seeking value exposure within their portfolio.
Summary
The iShares Morningstar Mid-Cap Value ETF (IWS) offers exposure to a basket of mid-sized US companies that exhibit value characteristics, as defined by the Morningstar Mid Cap Value Index. It is a well-established ETF with a large asset base and good liquidity, managed by a reputable issuer, iShares. However, its expense ratio is slightly higher compared to some of its competitors. IWS is best suited for long-term investors seeking value within their portfolios, understanding the risks associated with the asset class and sector exposure.
Similar Companies
- VOE
- VTV
- IJJ
- RFV
- PXSV
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Morningstar Mid-Cap Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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