This summary was created by AI, based on 3 opinions in the last 12 months.
The experts are bullish on iShares Core S&P Mid-Cap ETF (IJH-N), citing the significant valuation discount to the S&P and better growth forecasts for mid-cap names. They believe that falling interest rates and Trump tax cuts will benefit mid-caps, and historically, mid-caps tend to outperform large-caps after tax cuts. The top holdings are in REITs, retail, and banks, with almost no tech exposure. Overall, the consensus is that mid-caps will continue to benefit from the current rotation and provide better growth and valuation compared to large-caps.
Toll Brothers is in here. Mid-caps tend to trade at higher valuations than large-caps, but not today. Trades at 17.5x PE, while the S&P is at 25x PE. Seeing higher earnings growth projections from the mid-cap space, 15.4% for 2025 and 17.6% for 2026. Whereas the S&P is a bit lower at 13.6% and 10%.
Mid-caps today give you better growth and substantially better valuation. Names include ILMN, TOL, LII, WSM. You want to focus on the names that no one's talking about right now, but will 3 years from now. Falling interest rates also help. Historically, mid-caps tend to be perform better than large- and small-caps 1 year and 3 years out after the first rate cut.
Great way to play the rate-cutting environment, as well as to diversify away from, and complement, the mega-caps in your portfolio.
Mid-caps will continue to benefit from the current rotation.
iShares Core S&P Mid-Cap ETF is a American stock, trading under the symbol IJH-N on the NYSE Arca (IJH). It is usually referred to as AMEX:IJH or IJH-N
In the last year, 1 stock analyst published opinions about IJH-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for iShares Core S&P Mid-Cap ETF.
iShares Core S&P Mid-Cap ETF was recommended as a Top Pick by on . Read the latest stock experts ratings for iShares Core S&P Mid-Cap ETF.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
1 stock analyst on Stockchase covered iShares Core S&P Mid-Cap ETF In the last year. It is a trending stock that is worth watching.
On 2024-12-20, iShares Core S&P Mid-Cap ETF (IJH-N) stock closed at a price of $62.36.
400 mid-cap names, in the $2-10B USD range. Likes that space, significant valuation (18x PE) discount to the S&P (25x PE). Names include: ILMN, WSM, TOL, and LII (which he also holds separately).
Better growth forecast of 14% from mid-caps for 2025, 16% for 2026. Large cap forecast is 13% for 2025, 11% for 2026. Falling interest rate is beneficial for mid-caps. Mid-caps are more domestic, and Trump tax cuts will benefit. Historically when tax cuts start, mid-caps outperform large. MER is 0.05%.