(IJH) iShares Core S&P Mid-Cap - Ratings and Ratios

The iShares Core S&P Mid-Cap ETF (IJH) is designed to track the performance of the mid-capitalization segment of the US equity market, as defined by S&P Dow Jones Indices. By investing at least 80% of its assets in the constituent securities of its underlying index, the fund provides broad exposure to mid-cap US stocks.

From a portfolio perspective, IJH offers a diversified blend of mid-cap stocks, which can be an attractive addition to a investment portfolio seeking to balance risk and potential returns. The funds mid-cap focus can provide a middle ground between the stability of large-cap stocks and the growth potential of smaller companies.

Key Performance Indicators (KPIs) for IJH include its tracking error against its benchmark index, the S&P MidCap 400 Index, as well as its expense ratio, which is a critical factor in determining the funds net returns. The funds yield and dividend growth rate are also important metrics, as they indicate the income generated by the fund and its potential for long-term capital appreciation.

IJHs investment strategy involves replicating the performance of its underlying index, which is rebalanced quarterly to ensure that the fund remains aligned with the mid-cap segment of the US equity market. The funds use of derivatives, such as futures and options, can help to manage risk and enhance returns, although this also introduces additional complexity and potential risks.

With Assets Under Management (AUM) of approximately $96.97 billion, IJH is one of the larger mid-cap ETFs in the market, offering a high level of liquidity and trading flexibility. This scale can also help to keep costs low, as the funds expense ratio is likely to be competitive with other large ETFs in the category.