What is IUSG?

IUSG tracks an index of US large- and mid-cap growth stocks. The index selects from stocks ranked 1-3000 by market cap based on fundamental growth factors.

PERFORMANCE [as of 03/23/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IUSG 0.60% 5.19% 5.53% -16.23% 21.22% 11.10% 12.89%
IUSG (NAV) 0.62% 5.14% 5.63% -16.18% 21.07% 11.12% 12.90%
S&P 900 Growth Index 0.63% 5.15% 5.64% -16.15% 20.99% 11.18% 12.98%
MSCI USA IMI Growth Index 1.78% 11.84% 12.08% -13.22% 22.54% 12.56% 13.74%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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 Summary Data

Blackrock
07/24/00
0.04%
$11.87B
S&P 900 Growth Index
MSCI USA IMI Growth Index
Open-Ended Fund

Peers

MSCI USA IMI Growth Index

Fund Flows

+$0.06B 5 Days
+$0.11B 30 Days
+$0.59B 90 Days

IUSG Portfolio Data

$611.81B
19.60
6.55
1.10%
03/23/23
461

IUSG Index Data

S&P 900 Growth Index
Market Cap
Multi-Factor
MSCI USA IMI Growth Index

IUSG Portfolio Management

0.04%
-0.03%
-0.02%
-0.06%

IUSG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IUSG Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/24/23

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 Tradability

654,564
$55.84M
454,120
$39.34M
0.03%
$0.02
0.01%
0.18% / -0.17%
None
100.00%
50,000
9.08
0.06%
0.00%
122
$85.79
5

IUSG Sector/Industry Breakdown

IUSG Segment
Benchmark
22.63% --
17.84% --
14.25% --
6.52% --
5.94% --
5.59% --
4.65% --
4.14% --
3.79% --
3.09% --

IUSG Performance Statistics

0.98
0.92
0.94
0.94
0.30%
MSCI USA IMI Growth Index

IUSG Countries

IUSG Segment
Benchmark
100.00% 99.83%
-- 0.17%

IUSG Regions

IUSG Segment
Benchmark
100.00% 100.00%

IUSG Economic Development

IUSG Segment
Benchmark
100.00% 100.00%
0.00% 0.00%

IUSG Benchmark Comparison Holdings

461
1447
290
61.82%

IUSG Benchmark Comparison Summary

IUSG Segment
Benchmark
461 1447
$611.81B $647.25B
19.60 31.98
6.55 7.50
1.29% 0.54%
Medium Medium

IUSG Benchmark Comparison Market Cap Size

IUSG Segment
Benchmark
94.08% 87.29%
5.78% 10.14%
0.02% 2.36%
0.00% 0.20%