Its objective is to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. This stock fund provides low cost access to this index in a single fund for U.S. stocks.
IWF Fund Details
- Fund Inception Date: 05/22/2000
- Ticker Symbol: IWD
- CUSIP: 464287598
- Rank in category (YTD): 38%
- Category: Large Value
- Yield: 2.17%
- Capital Gains: -
- Expense Ratio: 0.20%
- Total Assets: $ 36.85 billion
- Annual Turnover Rate: -
You can buy this popular ETF through your brokerage for retirement or regular investment account. For 401k, please check with your administrator. Invest in ETF can be done with as little as 1 share (i.e. less than $105.00 per share).
iShares Russell 1000 Value ETF PerformanceMorningstar has ranked this U.S. stock ETF with 4 stars rating. In 2014, the total 1 year return is 13.17%. The 3 year annualized return is 18.57%. This popular ETF has returned 10.80% over the past 1 year, and 14.09% over the past 5 years.
More: Best iShares ETFs 2014
- iShares Russell 1000 Value ETF has low expense fee of 0.20%.
- You can diversify your investment portfolio using this ETF.