Values as of: 2024-11-15
ETF | Mid-Cap Blend |
Last Closing
USD 102.16Change
-1.48 (-1.43)%Market Cap
USD 6.10BVolume
0.40MAnalyst Target
N/AVerdict
Verdict
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of a subset of securities from the S&P MidCap 400® Index that the index provider has determined to have high "quality".
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 |
| MDY | SPDR® S&P MIDCAP 400 ETF Trus.. |
-6.53 (-1.10%) |
USD 24.45B |
| 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 |
| 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 |
|---|---|---|---|---|---|
| XNAV | FundX Aggressive ETF | 4.33 % | 0.00 % |
-1.34 (-1.85%) |
N/A |
| 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 | 15.16% | 28% | F | 67% | D+ | ||
| Dividend Return | 5.55% | 100% | F | 76% | C+ | ||
| Total Return | 20.72% | 100% | F | 73% | C | ||
| Trailing 12 Months | |||||||
| Capital Gain | 23.53% | 16% | F | 68% | D+ | ||
| Dividend Return | 6.16% | 100% | F | 72% | C | ||
| Total Return | 29.69% | 68% | D+ | 74% | C | ||
| Trailing 5 Years | |||||||
| Capital Gain | 95.71% | 95% | A | 85% | B | ||
| Dividend Return | 16.33% | 95% | A | 53% | F | ||
| Total Return | 112.04% | 100% | F | 85% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.63% | 100% | F | 81% | B- | ||
| Dividend Return | 20.58% | 100% | F | 80% | B- | ||
| Total Return | 0.95% | 17% | F | 22% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 24.37% | 37% | F | 45% | F | ||
| Risk Adjusted Return | 84.42% | 100% | F | 92% | A | ||
| Market Capitalization | 6.10B | 58% | F | 80% | B- | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
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.
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.
