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Yahoo
13-06-2025
- Business
- Yahoo
Should SPDR S&P MidCap 400 ETF (MDY) Be on Your Investing Radar?
Launched on 05/04/1995, the SPDR S&P MidCap 400 ETF (MDY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by State Street Global Advisors. It has amassed assets over $22.21 billion, making it one of the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. Thus they have a nice balance of growth potential and stability. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.23%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.26%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.40% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, U.s. Dollar (CASH_USD) accounts for about 0.79% of total assets, followed by Emcor Group Inc. (EME) and Interactive Brokers Group Inc. Class A (IBKR). The top 10 holdings account for about 6.79% of total assets under management. MDY seeks to match the performance of the S&P MidCap 400 Index before fees and expenses. The S&P MidCap 400 Index is composed of 400 selected stocks listed on national stock exchanges, and spans a broad range of major industry groups. The ETF has lost about -1.59% so far this year and it's up approximately 4.77% in the last one year (as of 06/13/2025). In the past 52-week period, it has traded between $468.22 and $620.12. The ETF has a beta of 1.05 and standard deviation of 20.16% for the trailing three-year period, making it a medium risk choice in the space. With about 402 holdings, it effectively diversifies company-specific risk. SPDR S&P MidCap 400 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, MDY is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $80.88 billion in assets, iShares Core S&P Mid-Cap ETF has $93.41 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR S&P MidCap 400 ETF (MDY): ETF Research Reports Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report EMCOR Group, Inc. (EME) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
Should iShares Russell Mid-Cap ETF (IWR) Be on Your Investing Radar?
The iShares Russell Mid-Cap ETF (IWR) was launched on 07/17/2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $41.15 billion, making it one of the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. These types of companies, then, have a good balance of stability and growth potential. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.19%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.06%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 17.10% of the portfolio. Financials and Information Technology round out the top three. Looking at individual holdings, Palantir Technologies Inc Class A (PLTR) accounts for about 1.99% of total assets, followed by Microstrategy Inc Class A (MSTR) and Arthur J Gallagher (AJG). The top 10 holdings account for about 7.46% of total assets under management. IWR seeks to match the performance of the Russell MidCap Index before fees and expenses. The Russell Midcap Index measures the performance of the mid-capitalization sector of the U.S. equity market. The ETF has gained about 2.61% so far this year and is up about 11.94% in the last one year (as of 06/13/2025). In the past 52-week period, it has traded between $74.88 and $95.52. The ETF has a beta of 1.04 and standard deviation of 18.64% for the trailing three-year period, making it a medium risk choice in the space. With about 814 holdings, it effectively diversifies company-specific risk. IShares Russell Mid-Cap ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IWR is a sufficient option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $80.88 billion in assets, iShares Core S&P Mid-Cap ETF has $93.41 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Russell Mid-Cap ETF (IWR): ETF Research Reports Arthur J. Gallagher & Co. (AJG) : Free Stock Analysis Report MicroStrategy Incorporated (MSTR) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Hindustan Times
11-06-2025
- Business
- Hindustan Times
বুমরাহ পাশে খেললে তো ওর সঙ্গে তুলনা হয় না! কিন্তু আমার মতে আমিই সেরা! বললেন আর্শদীপ
Simplicity Wealth LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF ( NYSEARCA:IJH – Free Report ) by 21.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,269 shares of the company's stock after buying an additional 4,439 shares during the quarter. Simplicity Wealth LLC's holdings in iShares Core S&P Mid-Cap ETF were worth $1,474,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also bought and sold shares of IJH. Brighton Jones LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 4.2% in the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company's stock worth $4,840,000 after purchasing an additional 3,155 shares during the period. Empowered Funds LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $115,000. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core S&P Mid-Cap ETF in the fourth quarter valued at $26,000. Ocean Park Asset Management LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 124.7% in the fourth quarter. Ocean Park Asset Management LLC now owns 22,474 shares of the company's stock valued at $1,400,000 after buying an additional 12,470 shares in the last quarter. Finally, International Private Wealth Advisors LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 141.4% in the fourth quarter. International Private Wealth Advisors LLC now owns 23,496 shares of the company's stock valued at $1,464,000 after buying an additional 13,762 shares in the last quarter. iShares Core S&P Mid-Cap ETF stock opened at $61.45 on Wednesday. iShares Core S&P Mid-Cap ETF has a 1-year low of $50.15 and a 1-year high of $68.33. The firm has a market capitalization of $94.02 billion, a price-to-earnings ratio of 18.61 and a beta of 1.07. The firm's fifty day moving average price is $57.87 and its two-hundred day moving average price is $61.14. About iShares Core S&P Mid-Cap ETF ( Free Report ) Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor's MidCap 400 (the Underlying Index). Featured Stories Want to see what other hedge funds are holding IJH? Visit to get the latest 13F filings and insider trades for iShares Core S&P Mid-Cap ETF ( NYSEARCA:IJH – Free Report ). companies with FREE daily email newsletter .
Yahoo
10-06-2025
- Business
- Yahoo
Should Vanguard Mid-Cap ETF (VO) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Vanguard Mid-Cap ETF (VO), a passively managed exchange traded fund launched on 01/26/2004. The fund is sponsored by Vanguard. It has amassed assets over $80.90 billion, making it one of the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. Thus, companies that fall under this category provide a stable and growth-heavy investment. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.04%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 1.51%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 17.80% of the portfolio. Financials and Information Technology round out the top three. Looking at individual holdings, Amphenol Corp (APH) accounts for about 1.16% of total assets, followed by Arthur J Gallagher & Co (AJG) and Transdigm Group Inc (TDG). The top 10 holdings account for about 4.88% of total assets under management. VO seeks to match the performance of the CRSP US Mid Cap Index before fees and expenses. The CRSP US Mid Cap Index targets inclusion of the U.S. companies that fall between the top 70%-85% of investable market capitalization. The ETF return is roughly 3.96% so far this year and is up about 14.66% in the last one year (as of 06/10/2025). In the past 52-week period, it has traded between $228.54 and $284.63. The ETF has a beta of 1.02 and standard deviation of 17.98% for the trailing three-year period, making it a medium risk choice in the space. With about 313 holdings, it effectively diversifies company-specific risk. Vanguard Mid-Cap ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VO is a great option for investors seeking exposure to the Style Box - Mid Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well. The iShares Russell Mid-Cap ETF (IWR) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While iShares Russell Mid-Cap ETF has $41.20 billion in assets, iShares Core S&P Mid-Cap ETF has $93.79 billion. IWR has an expense ratio of 0.19% and IJH charges 0.05%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Mid-Cap ETF (VO): ETF Research Reports Amphenol Corporation (APH) : Free Stock Analysis Report Transdigm Group Incorporated (TDG) : Free Stock Analysis Report Arthur J. Gallagher & Co. (AJG) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports iShares Russell Mid-Cap ETF (IWR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
- Yahoo
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $4.92 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market. Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with market capitalization between $2 billion and $10 billion. Thus, companies that fall under this category provide a stable and growth-heavy investment. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.25%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 5.30%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 34.80% of the portfolio. Consumer Discretionary and Financials round out the top three. Looking at individual holdings, Carlisle Cos Inc (CSL) accounts for about 4.25% of total assets, followed by Emcor Group Inc (EME) and Docusign Inc (DOCU). The top 10 holdings account for about 28.9% of total assets under management. XMHQ seeks to match the performance of the S&P MIDCAP 400 QUALITY INDEX before fees and expenses. The S&P MidCap 400 Quality Index is designed to provide equal-weighted exposure to approximately 800 securities of medium-sized companies in the larger US equity market. The ETF has lost about -1.94% so far this year and is down about -5.43% in the last one year (as of 05/27/2025). In the past 52-week period, it has traded between $82.17 and $109.35. The ETF has a beta of 1.05 and standard deviation of 21.25% for the trailing three-year period. With about 80 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap Quality ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, XMHQ is a sufficient option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $78.13 billion in assets, iShares Core S&P Mid-Cap ETF has $91.20 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P MidCap Quality ETF (XMHQ): ETF Research Reports EMCOR Group, Inc. (EME) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Docusign Inc. (DOCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
