(IWX) iShares Russell Top 200 - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642894202 • Large Value
IWX: Stocks, Futures, Options, Swaps, Cash, Equivalents
The iShares Russell Top 200 Value ETF, listed on the NYSE ARCA under the ticker IWX, is designed to track the performance of the Russell Top 200 Value Index. This index is comprised of the largest publicly traded US companies, selected based on their value characteristics. The fund's investment strategy involves allocating at least 80% of its assets to the component securities of this underlying index, providing investors with exposure to a diversified portfolio of large-cap value stocks.
In addition to its primary investment in the underlying index, the fund may also utilize derivatives such as futures, options, and swap contracts to manage risk, gain exposure to specific markets, or enhance returns. It can allocate up to 20% of its assets to these instruments, as well as to cash and cash equivalents. This flexibility allows the fund to navigate various market conditions and maintain its investment objective. The fund is domiciled in the United States and is classified as an exchange-traded fund (ETF), specifically within the large value category.
For investors seeking to incorporate large-cap value stocks into their portfolios, the iShares Russell Top 200 Value ETF offers a convenient and diversified solution. By tracking the Russell Top 200 Value Index, the fund provides exposure to a broad range of established US companies that are characterized by their value investment characteristics. Investors can access more information about this fund, including its holdings, performance, and investment strategy, by visiting the iShares website at http://www.ishares.com. The fund's ISIN is US4642894202, and it is listed as an ETF in the large value category.
Additional Sources for IWX ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IWX ETF Overview
Market Cap in USD | 2,293m |
Category | Large Value |
TER | 0.20% |
IPO / Inception | 2009-09-22 |
IWX ETF Ratings
Growth 5y | 71.6% |
Fundamental | - |
Dividend | 55.3% |
Rel. Strength Industry | 9.46 |
Analysts | - |
Fair Price Momentum | 83.51 USD |
Fair Price DCF | - |
IWX Dividends
Dividend Yield 12m | 1.89% |
Yield on Cost 5y | 2.99% |
Annual Growth 5y | 4.84% |
Payout Consistency | 97.0% |
IWX Growth Ratios
Growth Correlation 3m | -37.2% |
Growth Correlation 12m | 91.8% |
Growth Correlation 5y | 87.8% |
CAGR 5y | 9.65% |
CAGR/Mean DD 5y | 1.83 |
Sharpe Ratio 12m | 1.34 |
Alpha | -4.38 |
Beta | 0.86 |
Volatility | 13.03% |
Current Volume | 46.4k |
Average Volume 20d | 89.6k |
As of January 23, 2025, the stock is trading at USD 82.34 with a total of 46,400 shares traded.
Over the past week, the price has changed by +2.03%, over one month by +3.83%, over three months by +0.74% and over the past year by +19.77%.
Yes. Based on ValueRay Analyses, iShares Russell Top 200 (NYSE ARCA:IWX) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 71.64 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IWX as of January 2025 is 83.51. This means that IWX is currently overvalued and has a potential downside of 1.42%.
iShares Russell Top 200 has no consensus analysts rating.
According to ValueRays Forecast Model, IWX iShares Russell Top 200 will be worth about 92.4 in January 2026. The stock is currently trading at 82.34. This means that the stock has a potential upside of +12.27%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 92.4 | 12.3% |