The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. The table below includes fund flow data for all U.S. listed Highland Capital Management ETFs. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes.
Historical returns and Metrics of iShares Russell 1000 Growth (IWF) ETF. In the last 20 Years, the iShares Russell 1000 Growth (IWF) ETF obtained a 11.00% compound annual return, with a 15.72% standard deviation. Links to a proprietary ETF Database rating for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Links to analysis of other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Tax Rate data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table. Holdings data for other ETFs in the Large Cap Growth Equities ETF Database Category is presented in the following table.
Letter grades of A, B, C, D and F are based upon these relative rankings. The "A+ Metric Rated ETF" field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF Database Pro.
These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Mr. Whitehead is a Managing Director of BlackRock, Inc., Co-Head of Index Equity, and Co-Head of BlackRock’s ETF and Index Investments business. Mr. Whitehead also oversees the management of BlackRock’s Institutional and iShares funds.
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.17% per year. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations.
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We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The information contained herein does not constitute the provision of investment advice. A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. Monthly correlations of iShares Russell 1000 Growth (IWF) ETF vs the main Asset Classes, over different timeframes.
- ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities.
- We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
- ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style.
- Letter grades of A, B, C, D and F are based upon these relative rankings.
Mr. Whitehead was previously the Global Head of Equity Trading and the Global Head of Transition Management within BlackRock’s Global Trading Group. Mr. Whitehead’s service with the firm dates back to 1996, including his years with Barclays Global Investors, which merged with BlackRock in 2009. Prior to his current role, Mr. Whitehead was Head of Americas Equity Trading. Previously, he managed the trading team responsible for all Institutional Index funds, Exchange Traded funds, and Transition Management mandates.
Return Ranking - Calendar
To view information on how the ETF Database Realtime Ratings work, click here. ETF Trends and ETF Database , the preeminent digital platforms for ETF news, research, tools, video, webcasts, native content channels, and more. The ETF Trends and ETF Database brands have been trusted amongst advisors, institutional investors, and individual investors for a combined 25 years. We sell different types of products and services to both investment professionals and individual investors.
The Parent Pillar is our rating of IWF’s parent organization’s priorities and whether they’re in line with investors’ interests. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWF’s performance objective and investment process is for both security selection and portfolio construction. Amy Whitelaw is Managing Director of BlackRock, Inc. since 2013 and was Director of the firm from 2009 to 2012. Ms. Whitelaw's service with the firm dates back to 1998, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009.
Morningstar Medalist Rating
ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Large Cap Growth Equities ETF Database Category are presented in the following table. The following table presents a proprietary ETF Database rating for ETFs tracking the Russell 1000 Growth Index. The following table presents certain technical indicators for ETFs tracking the Russell 1000 Growth Index. To see complete technical metrics click the ‘View’ link in the right column.
- The ETF Trends and ETF Database brands have been trusted amongst advisors, institutional investors, and individual investors for a combined 25 years.
- Historical returns and Metrics of iShares Russell 1000 Growth (IWF) ETF.
- Prior to his current role, Mr. Whitehead was Head of Americas Equity Trading.
- Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.
Get our overall rating based on a fundamental assessment of the pillars below.
IShares Russell 1000 Growth ETF IWF constructs a market-cap-weighted portfolio of fast-growing U.S. large-cap stocks with a low fee that should translate into sound category-relative performance. Capital growth, returns, stats are calculated assuming a reinvestment of dividends. The investment seeks investment results that correspond generally to the price and yield performance before fees and expenses of the Russell 1000 Growth Index (the underlying index). The following table presents holdings data for all ETFs tracking the Russell 1000 Growth Index. For more detailed holdings data for an ETF click the ‘View’ link in the right column. Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC
has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007.
Previously Ms. Whitelaw worked in the Transition Services group as a transition manager and strategist, and was also an international equity trader on BGI’s trading desk. These investments can help you save more while avoiding as much risk as possible. https://forexarticles.net/the-misbehavior-of-markets/ Data are provided 'as is' for informational purposes only and are not intended for trading purposes. The following table presents dividend information for ETFs tracking the Russell 1000 Growth Index, including yield and dividend date.
ETF Database's Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund. The following charts reflect the geographic spread of
underlying holdings. The People Pillar is our evaluation of the IWF management team’s experience and ability.
The total risk index relates the volatility of the ETF to the volatility of all ETFs. It can help you understand the volatility of an ETF across all categories. IShares Russell 1000 Growth ETF has an above average total risk index of 1.44 because of its standard deviation of 21.5%. The category risk index relates the volatility of an ETF to the average volatility for ETFs in the same investment category. IShares Russell 1000 Growth ETF has an average category risk of 0.99, giving it a category risk grade of C.
Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. The Index measures the performance of the large-capitalization growth sector of the US equity market. Standard deviation measures the degree of variation in return experienced relative to the average return for an ETF. It notes the recent volatility of the ETF but does not explain the elements impacting the volatility. For example, portfolio concentration or exposure to foreign investments can impact the volatility and should be examined to gain an understanding of the ETF.