IUSGiShares Core S&P U.S. Growth ETF
IUSG Fund Description
IUSG tracks an index of US large- and midcap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors.
IUSG Factset Analytics Insight
IUSG is one of the more well-known funds in the US growth space. IUSG's index is a subset of the S&P 900 that uses a screening process based on only three factors, such as sales growth, changes on earnings-to-price ratio, and momentum, to identify firms with growth characteristics. The index is market-cap weighted and rebalanced every quarter. Prior to January 23, 2017, the fund traded as iShares Core Russell U.S. Growth ETF and tracked the Russell 3000 Growth Index.
IUSG MSCI ESG Analytics Insight
iShares Core S&P U.S. Growth ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.12 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 Core S&P U.S. Growth ETF ranks in the 29th percentile within its peer group and in the 9th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IUSG 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.
IUSG Summary Data
IUSG Portfolio Data
IUSG Index Data
IUSG Portfolio Management
IUSG Tax Exposures
IUSG Fund Structure
IUSG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUSG. IUSG is rated a 5 out of 5.
IUSG Sector/Industry Breakdown
IUSG Economic Development
IUSG Performance Statistics
IUSG MSCI ESG Ratings
IUSG Benchmark Comparison Summary
IUSG Benchmark Comparison Market Cap Size