(IWR) Russell Mid-Cap - Overview
ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 50.366m USD | Total Return: 26.3% in 12m
TER: 0.19%
Avg Turnover: 339M USD
Peers RS (IBD): 37.5
Warnings
No concerns identified
Tailwinds
No distinct edge detected
IWR is an exchange-traded fund (ETF) that primarily invests in mid-capitalization U.S. companies. Mid-cap companies generally have market capitalizations between $2 billion and $10 billion, representing an established but still growing segment of the market.
The fund aims to track the performance of its underlying index by investing at least 80% of its assets in the indexs component securities or economically similar investments. ETFs are popular investment vehicles due to their diversification and lower expense ratios compared to actively managed funds.
Up to 20% of the funds assets may be allocated to derivatives like futures, options, and swap contracts, as well as cash and cash equivalents. These instruments can be used for hedging or to gain exposure to the index in a cost-effective manner.
For more in-depth analysis of IWRs holdings and performance, consider exploring ValueRays comprehensive data.
- Mid-cap earnings reports drive investor sentiment
- Interest rate changes impact borrowing costs for mid-caps
- Economic growth forecasts influence mid-cap sector performance
- Regulatory changes affect specific mid-cap industries
- US dollar strength impacts international mid-cap revenues
Over the past week, the price has changed by +1.91%, over one month by +3.82%, over three months by +0.79% and over the past year by +26.27%.
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