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IWS - Russell Midcap Value Ishares ETF

Russell Midcap Value Ishares ETF logoThe iShares Russell Mid-Cap Value ETF (IWS) is an exchange-traded fund that aims to track the performance of the Russell Midcap Value Index, which includes mid-cap U.S. companies with lower price-to-book ratios and lower forecasted growth values. The fund invests in a diversified portfolio of approximately 650 stocks and primarily focuses on sectors such as financials, consumer discretionary, industrials, and healthcare.

As a value-oriented ETF, IWS may be suitable for investors seeking exposure to mid-cap stocks that are trading at lower valuations relative to their fundamentals. Value stocks tend to have lower price-to-earnings ratios and higher dividend yields than growth stocks, which could potentially provide higher income streams to investors.

The expense ratio for IWS is 0.24%, which is relatively low compared to other actively managed mutual funds in the mid-cap value category. However, investors should also consider other costs such as bid-ask spreads and brokerage commissions when buying and selling ETF shares.

It's important to note that investing in mid-cap stocks may carry higher risk than investing in large-cap stocks due to their smaller market capitalization and potentially higher volatility. Additionally, as with all investments, there is no guarantee of returns and investors should conduct thorough research and analysis before making any investment decisions.




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