STLC

iShares Factors US Blend Style ETF
*Unless otherwise stated, data provided by FactSet.

STLC Fund Description

STLC tracks an index of large cap US equities selected based on a combination of five investment factors.

STLC Factset Analytics Insight

STLC selects equities from the Russell 1000 based on multiple factors — momentum, quality, value, size, and low volatility. The fund then assigns a weighted composite score of those five factors for each security using a proprietary model. Value score is calculated from 12-month trailing B/P ratio, dividend, earnings and cash flow yield; momentum score from price, earnings momentum and earnings announcement drift; quality score from gross profitability, dilution, accruals and changes in net operating assets; volatility score from 12-month trailing realized volatility; and lastly size score compares market cap of each company from the Russell 1000 Index. STLV’s index is reviewed monthly using an optimization process designed to maximize exposure to the weighted combination of the five factors while maintaining total risk similar to that of the parent Index. STLC is the broad-based version of STLV and STLG.

STLC Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 08/11/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
STLC 4.09% 15.45% -- -- -- -- --
STLC (NAV) 4.13% 15.70% -- -- -- -- --
MSCI USA Large Cap Index 4.10% 14.36% 6.17% 18.76% 14.13% 12.75% 14.50%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

STLC Summary Data

Blackrock
iShares
04/14/20
Open-Ended Fund
0.25%
$6.14M
$171.88
0.10%
N/A

STLC Portfolio Data

--
--
--
--
09/23/20
0

STLC Index Data

Russell US Large Cap Factors Blend Style Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Index

STLC Portfolio Management

0.25%
--
--
--

STLC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

STLC Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

STLC Factset Analytics Block Liquidity

As of 08/12/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of STLC. STLC is rated a N/A out of 5.

STLC Tradability

13
$171.88
1
0
0.10%
$0.03
-0.03%
0.18% / -0.24%
None
--
50,000
0.00
0.04%
--
0
$30.50
N/A

STLC Countries


STLC
Segment Benchmark
--
0.10%
--
99.90%

STLC Performance Statistics

--
--
--
--
0.00%
MSCI USA Large Cap Index

STLC Benchmark Comparison Holdings

0
--
--
--

STLC Benchmark Comparison Summary


STLC
Segment Benchmark
0
--
--
--
--
--
--
--
--
--
--
--

STLC Benchmark Comparison Market Cap Size


STLC
Segment Benchmark
--
--
--
--
--
--
--
--