ISCGiShares Morningstar Small-Cap Growth ETF
ISCG Fund Description
ISCG tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar's growth style categorization.
ISCG Factset Analytics Insight
ISCG tracks a 'pure' growth index. Whereas most style indexes divide the market in two by assigning half the market cap to 'growth' and half to 'value,' the Morningstar indexes that underly funds like ISCG divide the market into three parts: growth, blend and value, and assign roughly one-third of the market to each. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. Stocks are classified as growth companies based on earnings, cash flow and other valuations metrics. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Growth Index, under the ticker JKK.
ISCG MSCI ESG Analytics Insight
iShares Morningstar Small-Cap Growth ETF has an MSCI ESG Fund Rating of BB based on a score of 4.26 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 Growth ETF ranks in the 16th percentile within its peer group and in the 11st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ISCG 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.
ISCG Summary Data
ISCG Portfolio Data
ISCG Index Data
ISCG Portfolio Management
ISCG Tax Exposures
ISCG Fund Structure
ISCG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISCG. ISCG is rated a 5 out of 5.
ISCG Sector/Industry Breakdown
ISCG Economic Development
ISCG Performance Statistics
ISCG MSCI ESG Ratings
ISCG Benchmark Comparison Summary
ISCG Benchmark Comparison Market Cap Size