iShares Russell Top 200 ETF (IWL)

$127.12
C Fund
+ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mega Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Russell Top 200 ETF 33 0.96 10.45% -0.50% 0.15%
U.S. Mega Cap 33 0.96 10.45% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 10.16% 10.16% 0.00%
Year-to-Date 10.45% 10.45% 0.00%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.15%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$197

Real cost (fees + lost compounding)

$243

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.56%