ILCGiShare Morningstar Growth ETF
ILCG Fund Description
ILCG tracks a market-cap-weighted index of growth stocks, selected from the top 90% of the US market-cap spectrum.
ILCG Factset Analytics Insight
ILCG is a passively-managed fund that offers a growth-focused portfolio of US large- and midcap stocks. Stocks are selected based on Morningstar’s index methodology that uses fundamental factors. This methodology defines the selected growth stocks as those with relatively above-average historical and forecasted earnings, sales, equity and cash flow growth. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, ILCG was named iShares Morningstar Large-Cap Growth ETF under the ticker JKE and tracked the Morningstar US Large Growth Index.
ILCG MSCI ESG Analytics Insight
iShare Morningstar Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.09 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. iShare Morningstar Growth ETF ranks in the 31st percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ILCG 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.
ILCG Summary Data
ILCG Portfolio Data
ILCG Index Data
ILCG Portfolio Management
ILCG Tax Exposures
ILCG Fund Structure
ILCG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ILCG. ILCG is rated a 5 out of 5.
ILCG Sector/Industry Breakdown
ILCG Economic Development
ILCG Performance Statistics
ILCG MSCI ESG Ratings
ILCG Benchmark Comparison Summary
ILCG Benchmark Comparison Market Cap Size