Values as of: 2024-11-15
ETF | Mid-Cap Blend |
Last Closing
USD 586.13Change
-6.53 (-1.10)%Market Cap
USD 24.45BVolume
0.84MAnalyst Target
N/AVerdict
Verdict
The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the "Portfolio"), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index.
Company Website : http://www.spdrs.com
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF |
-0.69 (-1.06%) |
USD 91.59B |
| IWR | iShares Russell Mid-Cap ETF |
-0.64 (-0.70%) |
USD 39.94B |
| VXF | Vanguard Extended Market Index.. |
-2.77 (-1.42%) |
USD 20.72B |
| SPMD | SPDR Russell Small Cap Complet.. |
-0.63 (-1.11%) |
USD 11.56B |
| XMHQ | Invesco S&P MidCap Quality ETF |
-1.48 (-1.43%) |
USD 6.10B |
| JHMM | John Hancock Multifactor Mid C.. |
-0.56 (-0.90%) |
USD 4.20B |
| IVOO | Vanguard S&P Mid-Cap 400 Index.. |
-1.26 (-1.15%) |
USD 2.43B |
| EQAL | Invesco Russell 1000 Equal Wei.. |
-0.43 (-0.85%) |
USD 0.64B |
| FSMD | Fidelity Small-Mid Factor |
-0.43 (-1.00%) |
USD 0.57B |
| JPME | JPMorgan Diversified Return U... |
-0.49 (-0.46%) |
USD 0.43B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| LEXI | Alexis Practical Tactical.. | 5.89 % | 0.00 % |
-0.29 (-0.93%) |
USD 0.09B |
| Market Performance vs. Industry/Classification (Mid-Cap Blend) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 15.52% | 39% | F | 68% | D+ | ||
| Dividend Return | 0.92% | 18% | F | 15% | F | ||
| Total Return | 16.44% | 22% | F | 64% | D | ||
| Trailing 12 Months | |||||||
| Capital Gain | 26.39% | 47% | F | 72% | C | ||
| Dividend Return | 1.41% | 16% | F | 19% | F | ||
| Total Return | 27.81% | 37% | F | 70% | C- | ||
| Trailing 5 Years | |||||||
| Capital Gain | 60.67% | 74% | C | 75% | C | ||
| Dividend Return | 7.67% | 16% | F | 21% | F | ||
| Total Return | 68.33% | 63% | D | 73% | C | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 14.17% | 95% | A | 74% | C | ||
| Dividend Return | 15.28% | 95% | A | 73% | C | ||
| Total Return | 1.11% | 28% | F | 26% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 23.01% | 47% | F | 48% | F | ||
| Risk Adjusted Return | 66.42% | 63% | D | 81% | B- | ||
| Market Capitalization | 24.45B | 83% | B | 92% | A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
