Latest news with #RussellMidcapValueIndex
Yahoo
a day ago
- Business
- Yahoo
Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?
Launched on 07/17/2001, the iShares Russell Mid-Cap Value ETF (IWS) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $13.13 billion, making it one of the largest ETFs attempting to match the Mid Cap Value segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. Thus they have a nice balance of growth potential and stability. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.23%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.55%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 18% of the portfolio. Industrials and Real Estate round out the top three. Looking at individual holdings, Microstrategy Inc Class A (MSTR) accounts for about 1% of total assets, followed by Arthur J Gallagher (AJG) and Williams Inc (WMB). The top 10 holdings account for about 7.37% of total assets under management. IWS seeks to match the performance of the Russell MidCap Value Index before fees and expenses. The Russell Midcap Value Index measures the performance of the mid-capitalization value sector of the U.S. equity market. The ETF has added roughly 0.04% so far this year and it's up approximately 7.98% in the last one year (as of 06/05/2025). In the past 52-week period, it has traded between $110.58 and $140.32. The ETF has a beta of 1 and standard deviation of 18.05% for the trailing three-year period, making it a medium risk choice in the space. With about 716 holdings, it effectively diversifies company-specific risk. IShares Russell Mid-Cap Value ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IWS is a great option for investors seeking exposure to the Style Box - Mid Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and the Vanguard Mid-Cap Value ETF (VOE) track a similar index. While First Trust SMID Cap Rising Dividend Achievers ETF has $7.99 billion in assets, Vanguard Mid-Cap Value ETF has $17.59 billion. SDVY has an expense ratio of 0.59% and VOE charges 0.07%. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Russell Mid-Cap Value ETF (IWS): ETF Research Reports Williams Companies, Inc. (The) (WMB) : Free Stock Analysis Report Arthur J. Gallagher & Co. (AJG) : Free Stock Analysis Report MicroStrategy Incorporated (MSTR) : Free Stock Analysis Report Vanguard Mid-Cap Value ETF (VOE): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
19-05-2025
- Business
- Yahoo
Here's How the Short-Term Issues are Affecting Kosmos Energy Ltd. (KOS)
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid-Cap Value Fund returned -5.63% in the first quarter, underperforming the Russell Midcap Value Index's -2.11% return. US mid-cap stocks surged post-Presidential elections due to potential benefits of deregulation, lower corporate taxes, and accelerated growth. However, Q1 2025 saw a decline due to tariffs, high inflation, and weak macroeconomic factors, causing the Russell Midcap Index to decline by -3.4% and the Russell Midcap Value Index by -2.1% vs. a decline of -7.1% for the Russell Midcap Growth Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was -2.78%, and its shares lost 72.09% of their value over the last 52 weeks. On May 16, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $1.75 per share with a market capitalization of $788.715 million. Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its Q1 2025 investor letter: "Kosmos Energy Ltd. (NYSE:KOS) is an independent exploration and production company focused offshore. In addition to its existing production, KOS has liquified natural gas (LNG) assets that are set to begin production in 2024 and a platform to acquire and operate additional offshore resources. Shares fell over the quarter after Organization of the Petroleum Exporting Countries (OPEC+) delegates announced that the group would move forward with plans to restart previously halted oil production. We believe these short-term issues are significantly outweighed by the long-term value of the company's existing production, which the current stock price does not fully reflect." A drilling platform in the middle of the ocean, showing the oil and gas exploration process. Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the fourth quarter compared to 27 in the third quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared the list of energy stocks that are gaining in the second week of May. Kosmos Energy Ltd.'s (NYSE:KOS) performance in the previous quarter suffered following a report indicating its potential interest in acquiring competitor Tullow Oil. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Automotive
- Yahoo
Adient PLC (ADNT) Fell Along with Peers in Q1
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid-Cap Value Fund returned -5.63% in the first quarter, underperforming the Russell Midcap Value Index's -2.11% return. US mid-cap stocks surged post-Presidential elections due to potential benefits of deregulation, lower corporate taxes, and accelerated growth. However, Q1 2025 saw a decline due to tariffs, high inflation, and weak macroeconomic factors, causing the Russell Midcap Index to decline by -3.4% and the Russell Midcap Value Index by -2.1% vs. a decline of -7.1% for the Russell Midcap Growth Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted stocks such as Adient plc (NYSE:ADNT). Adient plc (NYSE:ADNT) is a manufacturer of seating systems and components. The one-month return of Adient plc (NYSE:ADNT) was 37.68%, and its shares lost 45.18% of their value over the last 52 weeks. On May 16, 2025, Adient plc (NYSE:ADNT) stock closed at $15.82 per share with a market capitalization of $1.329 billion. Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Adient plc (NYSE:ADNT) in its Q1 2025 investor letter: "Adient plc (NYSE:ADNT), domiciled in England (with corporate offices in Plymouth, MI; Milwaukee, WI; Burscheid, Germany; and Shanghai, China), is one the world's largest suppliers of seating systems and a leading components supplier for automotive interiors. Shares fell over the period alongside other names in the auto manufacturing space due to the potential of heightened tariffs on imports from Canada and Mexico. This is specifically problematic for ADNT given their sizeable manufacturing presence in Mexico. However, we believe issues from tariffs will be transient in nature. As such, we continue to believe ADNT is attractively valued for a company successfully right sizing their portfolio, buying back shares, and maintaining their balance sheet." A carpenter assembling an automotive seating system, using components, frames and mechanisms. Adient plc (NYSE:ADNT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 25 hedge fund portfolios held Adient plc (NYSE:ADNT) at the end of the fourth quarter, compared to 17 in the third quarter. In the fiscal second quarter of 2025, Adient plc (NYSE:ADNT) reported consolidated net sales of approximately $3.6 billion a decrease of $139 million compared to prior year's comparable quarter. While we acknowledge the potential of Adient plc (NYSE:ADNT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Adient plc (NYSE:ADNT) and shared Hotchkis & Wiley Mid-Cap Value Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19-05-2025
- Business
- Yahoo
Here's Why CVS Health Corp. (CVS) Traded Higher in Q1
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid-Cap Value Fund returned -5.63% in the first quarter, underperforming the Russell Midcap Value Index's -2.11% return. US mid-cap stocks surged post-Presidential elections due to potential benefits of deregulation, lower corporate taxes, and accelerated growth. However, Q1 2025 saw a decline due to tariffs, high inflation, and weak macroeconomic factors, causing the Russell Midcap Index to decline by -3.4% and the Russell Midcap Value Index by -2.1% vs. a decline of -7.1% for the Russell Midcap Growth Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted stocks such as CVS Health Corporation (NYSE:CVS). CVS Health Corporation (NYSE:CVS) is a US-based health solutions provider. The one-month return of CVS Health Corporation (NYSE:CVS) was -4.05%, and its shares gained 8.94% of their value over the last 52 weeks. On May 16, 2025, CVS Health Corporation (NYSE:CVS) stock closed at $62.53 per share with a market capitalization of $79.1 billion. Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding CVS Health Corporation (NYSE:CVS) in its Q1 2025 investor letter: "CVS Health Corporation (NYSE:CVS) is a diversified healthcare company operating as a Pharmacy Benefits Manager (PBM), health insurer, and retail stores and pharmacies. In January, CVS and other health insurers with large Medicare Advantage plans rose after the Centers for Medicare & Medicaid Services (CMS) published better-than-expected reimbursement rates for 2026. CVS maintained that momentum in February by reporting expected fourth[1]quarter results. It then reported decent quarterly results. The PBM segment and physical stores were in line with expectations. However, Aetna incurred losses across multiple lines of business, driven by Medicare Advantage and the Exchanges. Despite this, the losses in the health insurance segment were less severe than anticipated, leading to a positive market reaction." A row of shelves in a retail pharmacy, demonstrating the variety of drugs and over-the-counter products. CVS Health Corporation (NYSE:CVS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 74 hedge fund portfolios held CVS Health Corporation (NYSE:CVS) at the end of the fourth quarter, compared to 63 in the third quarter. In the first quarter of 2025, CVS Health Corporation (NYSE:CVS) reported revenue of $94.59 billion, representing 7% year-over-year growth. While we acknowledge the potential of CVS Health Corporation (NYSE:CVS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered CVS Health Corporation (NYSE:CVS) and shared the list of best unstoppable stocks that pay dividends. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19-05-2025
- Business
- Yahoo
Here's Why Fluor Corp. (FLR) Fell in Q1
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Hotchkis & Wiley Mid-Cap Value Fund returned -5.63% in the first quarter, underperforming the Russell Midcap Value Index's -2.11% return. US mid-cap stocks surged post-Presidential elections due to potential benefits of deregulation, lower corporate taxes, and accelerated growth. However, Q1 2025 saw a decline due to tariffs, high inflation, and weak macroeconomic factors, causing the Russell Midcap Index to decline by -3.4% and the Russell Midcap Value Index by -2.1% vs. a decline of -7.1% for the Russell Midcap Growth Index. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Value Fund highlighted stocks such as Fluor Corporation (NYSE:FLR). Fluor Corporation (NYSE:FLR) is an engineering, procurement, and construction (EPC) company. The one-month return of Fluor Corporation (NYSE:FLR) was 16.57%, and its shares lost 1.31% of their value over the last 52 weeks. On May 16, 2025, Fluor Corporation (NYSE:FLR) stock closed at $38.48 per share with a market capitalization of $6.336 billion. Hotchkis & Wiley Mid-Cap Value Fund stated the following regarding Fluor Corporation (NYSE:FLR) in its Q1 2025 investor letter: "Fluor Corporation (NYSE:FLR) is one of the largest contractors in the US. Fluor reported a disappointing 4Q24 with revenue and margins weak as the company deals with unusually low utilization driven by volatility in its businesses. Initial guidance for 2025 revenue and margin were also below consensus estimates driven by weakness at Energy Solutions partly offset by growth at Urban Solutions that is expected to be back-half weighted. Unlike many competitors that specialize in elements of project delivery, most of Fluor's revenue comes from projects where it provides full Engineering, Procurement, and Construction services. Fluor also has significant fabrication capabilities including a joint venture that operates the world's largest fabrication facility. In addition, Fluor also owns a substantial stake in NuScale (tk: SMR)." A close-up of an engineer surveying a large-scale construction project. Fluor Corporation (NYSE:FLR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Fluor Corporation (NYSE:FLR) at the end of the fourth quarter, compared to 39 in the third quarter. While we acknowledge the potential of Fluor Corporation (NYSE:FLR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Fluor Corporation (NYSE:FLR) and shared billionaire Louis Bacon's stock picks with huge upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
