Key stats
About iShares Russell Top 200 Value ETF
Expense ratio
0.20%
Home page
Inception date
Sep 22, 2009
IWX offers solid coverage of the US large-cap value space. The fund picks value stocks from the 200 largest US companies in the Russell Top 200 Index. Stocks are selected and weighted based on two style factors: price-to-book ratios and growth forecasts. Aside from maintaining a tight focus on large-caps without drifting toward smaller firms. The fund aligns well with our benchmark by firm size and by economic sector too, with only small tilts (most notably toward financials). Additionally, instead of replicating the index, the fund uses a representative sampling indexing strategy. The index is reconstituted and rebalanced on an annual basis.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region