NEOS Russell 2000 High Income ETF (IWMI) Investment Research Dashboard
About NEOS Russell 2000 High Income ETF (IWMI) stock analysis
Get live IWMI stock price $52.13, comprehensive NEOS Russell 2000 High Income ETF stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time IWMI stock data and investment insights.
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NEOS Russell 2000 High Income ETF (IWMI) Overview
NEOS Russell 2000 High Income ETF (IWMI) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, IWMI trades at $52.13 with a market capitalization of 277.61M . Over the past 52 weeks, IWMI has traded between $44.52 and $53.86 , with the current price positioned at approximately 81% of this ra...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 277.61M
- Current price: $52.13
- 52-week range: $44.52 - $53.86
- P/E ratio: 19.07
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This investment vehicle, the NEOS Russell 2000 High Income ETF, is crafted to provide investors with a substantial and consistent monthly income. It emphasizes delivering these distributions in a tax-optimized way, while also offering the prospect of...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Website
- https://neosfunds.com/IWMI
- Address
- 15601 Dallas Parkway, Suite 510
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Valuation metrics suggest potential value opportunity (P/E: 19.1)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for NEOS Russell 2000 High Income ETF shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for NEOS Russell 2000 High Income ETF
- ⚠Investors should consider how NEOS Russell 2000 High Income ETF fits within their overall portfolio allocation
Market Cap
277.61M
P/E Ratio (TTM)
19.07
Beta
0.92
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
98/100 ⭐⭐⭐⭐⭐
- Overall
- +2.2%
- NYSE
- +2.6%
- NASDAQ
- +1.8%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +2.2% | +5.7% | +6.1% | 19.3 | 98/100⭐⭐⭐⭐⭐ |
| Communication Services | +1.4% | +2.9% | +4.3% | 22.2 | 86/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.7% | +3.3% | +3.5% | 24.1 | 80/100⭐⭐⭐⭐⭐ |
| Basic Materials | +0.4% | +1.1% | -0.2% | 25.2 | 56/100⭐⭐⭐⭐ |
| Consumer Defensive | -0.2% | +1.7% | +1.2% | 29.7 | 56/100⭐⭐⭐⭐ |
| Real Estate | -0.5% | -0.1% | -1.6% | 29.2 | 43/100⭐⭐⭐ |
| Energy | -2.1% | -5.8% | -5.1% | 19.1 | 39/100⭐⭐ |
| Utilities | -1.0% | -3.0% | -5.9% | 26.8 | 28/100⭐⭐ |
| Industrials | +0.6% | +1.7% | -11.2% | 30.1 | 26/100⭐⭐ |
| Consumer Cyclical | +0.5% | -0.4% | -6.3% | 43.0 | 21/100⭐ |
| Technology | +0.6% | -2.3% | -9.6% | 40.7 | 17/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-29.

