ISCFiShares MSCI Intl Small-Cap Multifactor ETF
ISCF Fund Description
ISCF tracks an index of international small-cap firms. Stocks are selected and weighted to increase exposure to four investment factors (quality, value, momentum, and small size) while maintaining market-like characteristics.
ISCF Factset Analytics Insight
ISCF is part of a suite of multi-factor funds, each of which optimizes a plain-vanilla MSCI index for enhanced exposure to four popular factors: quality, value, momentum, and small size. The optimization algorithm includes tight limits on active risk and tilts toward any one country, sector, or firm. The result is a fund with the potential to outperform over the long run, while staying neutral enough to be appropriate as a core equity holding. The multi-factor strategy appears sound at first blush, but the methodology is actually highly complex.
ISCF MSCI ESG Analytics Insight
iShares MSCI Intl Small-Cap Multifactor ETF has an MSCI ESG Fund Rating of A based on a score of 5.94 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 MSCI Intl Small-Cap Multifactor ETF ranks in the 44th percentile within its peer group and in the 38th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ISCF 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.
ISCF Summary Data
ISCF Portfolio Data
ISCF Index Data
ISCF Portfolio Management
ISCF Tax Exposures
ISCF Fund Structure
ISCF Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISCF. ISCF is rated a 4 out of 5.
ISCF Sector/Industry Breakdown
ISCF Top 10 Holdings[View All]
ISCF Economic Development
ISCF Performance Statistics
ISCF MSCI ESG Ratings
ISCF Benchmark Comparison Summary
ISCF Benchmark Comparison Market Cap Size