Values as of: 2024-12-24
ETF | Mid-Cap Growth |
Last Closing
USD 49.14Change
+0.32 (+0.66)%Market Cap
USD 0.06BVolume
3.60KAnalyst Target
N/AVerdict
Verdict
The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the index. The index uses an objective, rules-based methodology to measure the performance of an equal weight portfolio of approximately 100 large- and mid-capitalization U.S. companies with a high percentage of foreign sales and high free cash flow growth. Free cash flow is a company's cash flow from operations minus its capital expenditures.
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| IWP | iShares Russell Mid-Cap Growth.. |
+1.19 (+0.92%) |
USD 17.84B |
| VOT | Vanguard Mid-Cap Growth Index .. |
+2.70 (+1.04%) |
USD 15.74B |
| IJK | iShares S&P Mid-Cap 400 Growth.. |
+0.63 (+0.69%) |
USD 9.31B |
| XMMO | Invesco S&P MidCap Momentum ET.. |
+1.10 (+0.88%) |
USD 4.07B |
| IVOG | Vanguard S&P Mid-Cap 400 Growt.. |
+0.84 (+0.74%) |
USD 1.13B |
| CWS | AdvisorShares Focused Equity E.. |
+0.40 (+0.61%) |
USD 0.18B |
| ETHO | Amplify ETF Trust |
+0.43 (+0.71%) |
USD 0.18B |
| IPO | Renaissance IPO ETF |
+0.71 (+1.60%) |
USD 0.16B |
| BFOR | Barron's 400 ETF |
+0.56 (+0.76%) |
USD 0.15B |
| HAIL | SPDR S&P Kensho Smart Mobility |
+0.39 (+1.37%) |
USD 0.02B |
N/A
| Market Performance vs. Industry/Classification (Mid-Cap Growth) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 7.53% | 13% | F | 57% | F | ||
| Dividend Return | 0.38% | 42% | F | 4% | F | ||
| Total Return | 7.91% | 13% | F | 49% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 6.17% | 22% | F | 56% | F | ||
| Dividend Return | 0.48% | 29% | F | 5% | F | ||
| Total Return | 6.65% | 22% | F | 47% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | 69.33% | 72% | C | 80% | B- | ||
| Dividend Return | 3.08% | 22% | F | 8% | B- | ||
| Total Return | 72.42% | 72% | C | 78% | C+ | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 16.56% | 94% | A | 77% | C+ | ||
| Dividend Return | 17.03% | 89% | A- | 75% | C | ||
| Total Return | 0.47% | 39% | F | 13% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 22.75% | 89% | A- | 48% | F | ||
| Risk Adjusted Return | 74.87% | 89% | A- | 85% | B | ||
| Market Capitalization | 0.06B | 25% | F | 22% | F | ||
| 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 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.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The company has under performed its peers on annual average total returns in the past 5 years.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.
