ISCBiShares Morningstar Small-Cap ETF
ISCB Fund Description
ISCB tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar's style categorization.
ISCB Factset Analytics Insight
ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as “blend” and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.
ISCB MSCI ESG Analytics Insight
iShares Morningstar Small-Cap ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.56 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 Small-Cap ETF ranks in the 21st percentile within its peer group and in the 17th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ISCB 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.
ISCB Summary Data
ISCB Portfolio Data
ISCB Index Data
ISCB Portfolio Management
ISCB Tax Exposures
ISCB Fund Structure
ISCB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISCB. ISCB is rated a 5 out of 5.
ISCB Sector/Industry Breakdown
ISCB Economic Development
ISCB Performance Statistics
ISCB MSCI ESG Ratings
ISCB Benchmark Comparison Summary
ISCB Benchmark Comparison Market Cap Size