ILCB
iShares Morningstar U.S. Equity ETFILCB Fund Description
ILCB tracks a market-cap-weighted index consists of both growth and value stocks, selected from the top 90% of the US market-cap spectrum.
ILCB Factset Analytics Insight
ILCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US large- and midcap space. Stocks are selected based on Morningstar’s index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, ILCB was named iShares Morningstar Large-Cap ETF under the ticker JKD and tracked the Morningstar US Large Core Index that focused on core stocks (excluding both growth and value stocks).
ILCB MSCI ESG Analytics Insight
iShares Morningstar U.S. Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.05 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Morningstar U.S. Equity ETF ranks in the 43th percentile within its peer group and in the 33th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ILCB MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
ILCB Summary Data
ILCB Portfolio Data
ILCB Index Data
ILCB Portfolio Management
ILCB Tax Exposures
ILCB Fund Structure
ILCB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ILCB. ILCB is rated a 5 out of 5.
ILCB Tradability
ILCB Sector/Industry Breakdown
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ILCB Top 10 Holdings[View All]
ILCB Countries
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ILCB Regions
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ILCB Economic Development
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ILCB Performance Statistics
ILCB MSCI ESG Ratings
ILCB Benchmark Comparison Summary
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ILCB Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.