The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
|FISV||Fiserv, Inc||0.82 %|
|GPN||Global Payments Inc||0.68 %|
|AMD||Advanced Micro Devices, Inc||0.62 %|
|HRS||L3Harris Technologies, Inc||0.58 %|
|LRCX||Lam Research Corporation||0.53 %|
|SRE||Sempra Energy||0.52 %|
|DG||Dollar General Corporation||0.50 %|
|NEM||Newmont Corporation||0.44 %|
|WELL||Welltower Inc||0.41 %|
|XEL||Xcel Energy Inc||0.41 %|
|VO||Vanguard Mid-Cap Index Fund ET..||0.04 %||
|VXF||Vanguard Extended Market Index..||0.07 %||
|IJH||iShares Core S&P Mid-Cap ETF||0.06 %||
|MDY||SPDR S&P MIDCAP 400 ETF Trust||0.24 %||
|SCHM||Schwab U.S. Mid-Cap ETF||0.04 %||
|IVOO||Vanguard S&P Mid-Cap 400 Index..||0.10 %||
|JHMM||John Hancock Multifactor Mid C..||0.44 %||
|EZM||WisdomTree U.S. MidCap Earning..||0.38 %||
|JKG||iShares Morningstar Mid-Cap ET..||0.25 %||
|ONEV||SPDR Russell 1000 Low Volatili..||0.20 %||
|Market Performance vs.
Industry/Classification (Mid-Cap Blend)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.57%||77%||C+||74%||C|
|Risk Adjusted Return||99.30%||82%||B-||86%||B|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.