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IJK - ETF AI Analysis
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iShares S&P Mid-Cap 400 Growth ETF (IJK)
Rating:71Outperform
Price Target:
$105.00
Positive Factors
Strong Top Holdings
Several top positions, such as Comfort Systems and BWX Technologies, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Industrials, Technology, and Financials, reducing reliance on any single industry.
Low Expense Ratio
With a low expense ratio of 0.17%, this ETF is cost-efficient compared to many other funds, allowing investors to keep more of their returns.
Negative Factors
High U.S. Exposure
The ETF is heavily concentrated in U.S. companies, offering little geographic diversification and exposure to international markets.
Mixed Performance in Top Holdings
Some top holdings, such as Twilio and RB Global, have shown weak or flat year-to-date performance, which could drag on the fund's overall momentum.
Overweight in Industrials
The ETF has significant exposure to Industrials, which may increase vulnerability if this sector faces challenges.
IJK vs. SPDR S&P 500 ETF (SPY)
AUM8.96B
RegionNorth America
Expense Ratio0.17%
Beta1.04
IssueriShares
Inception DateJul 24, 2000
Dividend Yield0.68%
Asset ClassEquity
Index TrackedS&P Mid Cap 400 Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume163,771
30 Day Avg. Volume172,349
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
112.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering247
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IJK Summary
The iShares S&P Mid-Cap 400 Growth ETF (IJK) is designed to follow the S&P MidCap 400 Growth Index, which focuses on medium-sized U.S. companies with strong growth potential. It includes businesses from various sectors like technology, industrials, and healthcare. Some of its top holdings are Pure Storage and Comfort Systems. Investors might consider IJK to diversify their portfolios and tap into the growth opportunities of mid-sized companies that are still expanding but not yet as large as major corporations. However, since it focuses on growth stocks, its value can fluctuate significantly with market conditions.
How much will it cost me?The expense ratio for the iShares S&P Mid-Cap 400 Growth ETF (IJK) is 0.17%, meaning you’ll pay $1.70 per year for every $1,000 invested. This is lower than average for actively managed funds because IJK is passively managed, tracking the S&P MidCap 400 Growth Index to keep costs down.
What would affect this ETF?The iShares S&P Mid-Cap 400 Growth ETF (IJK) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which can negatively impact growth-focused companies, and economic slowdowns that could affect mid-cap firms more than larger, established companies. Regulatory changes or sector-specific disruptions in industries like healthcare or financials could also influence its performance.
IJK Top 10 Holdings
The iShares S&P Mid-Cap 400 Growth ETF is leaning heavily into industrials and technology, with these sectors driving much of its performance. Comfort Systems and BWX Technologies are rising stars, benefiting from strong financial results and bullish momentum, while Pure Storage adds steady growth despite valuation concerns. On the flip side, Nutanix and Twilio are lagging, weighed down by bearish trends and mixed profitability. With its focus on U.S.-based mid-cap growth stocks, this fund offers a dynamic mix of innovation and expansion, though some holdings may face headwinds in the near term.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 2.11% | $189.97M | $33.72B | 116.10% | 80 Outperform | |
| Pure Storage | 1.83% | $164.56M | $31.25B | 79.42% | 76 Outperform | |
| Curtiss-Wright | 1.34% | $120.45M | $22.08B | 55.09% | 77 Outperform | |
| Coherent Corp | 1.27% | $114.33M | $20.05B | 45.54% | 61 Neutral | |
| United Therapeutics | 1.23% | $110.56M | $18.83B | 12.57% | 79 Outperform | |
| Twilio | 1.22% | $110.16M | $19.71B | 45.53% | 71 Outperform | |
| Nutanix | 1.13% | $102.10M | $18.97B | 4.37% | 61 Neutral | |
| Guidewire | 1.12% | $101.30M | $18.83B | 10.38% | 69 Neutral | |
| RB Global | 1.10% | $99.00M | $18.29B | 9.28% | 64 Neutral | |
| BWX Technologies | 1.10% | $98.93M | $18.32B | 67.43% | 73 Outperform |
IJK Technical Analysis
Neutral
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Price Trends
95.91
Negative
94.13
Positive
90.39
Positive
Market Momentum
-0.03
Positive
45.31
Neutral
18.64
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IJK, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 95.70, equal to the 50-day MA of 95.91, and equal to the 200-day MA of 90.39, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 45.31 is Neutral, neither overbought nor oversold. The STOCH value of 18.64 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IJK.
IJK Peer Comparison
Comparison Results
Performance Comparison
IJK
iShares S&P Mid-Cap 400 Growth ETF
94.87
-0.69
-0.72%
IJJ
iShares S&P Mid-Cap 400 Value ETF
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XMHQ
Invesco S&P MidCap Quality ETF
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IMCG
iShares Morningstar Mid-Cap Growth ETF
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MDYG
SPDR S&P 400 Mid Cap Growth ETF
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IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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