IJJ - IJJ: No Compelling Reason To Choose This For Mid-Value

2024-04-16 09:51:16 ET

Summary

• The iShares S&P Mid-Cap 400 Value ETF may be worth considering for investors who believe in a rotation from large-cap to mid and small-cap stocks.
• IJJ aims to provide exposure to undervalued mid-cap U.S. stocks with low price-to-earnings and price-to-book ratios.
• IJJ has a diversified portfolio with a focus on the Financials, Industrials, and Consumer Discretionary sectors, but there may be lingering risks in the Financial sector.

I've been very vocal about the idea that I suspect we see two rotations this year. The first is out of large into mid and small-cap stocks. The second is out of growth and into value. Large-cap growth has been such an outperformer that mean reversion should, I believe, kick in and cause other parts of the marketplace to relatively perform better. If you are of the same mindset, then the iShares S&P Mid-Cap 400 Value ETF ( IJJ ) may be worth considering....

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