ILCB
iShares Morningstar U.S. Equity ETF
📎 Investment Objective
The iShares Morningstar U.S. Equity ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities.
Overview
ETF tracking iShares Morningstar U.S. Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar U.S. Equity ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities.
🎯 Investment Strategy
The ETF employs a passive management strategy, seeking to replicate the performance of the Morningstar US Large-Mid Cap Index. It invests primarily in a representative sample of the securities included in the underlying index.
✨ Key Features
- Broad exposure to large- and mid-cap U.S. stocks
- Passively managed to track the Morningstar US Large-Mid Cap Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Concentration risk: The fund's performance is tied to the U.S. equity market and may be more volatile than a more diversified portfolio
- Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the ETF at the desired price
- Tracking error risk: The fund may not perfectly track the underlying index
👤 Best For
This ETF may be suitable for long-term investors seeking broad exposure to the U.S. equity market as part of a diversified portfolio. It may be appropriate for investors with a moderate risk tolerance who are comfortable with the volatility of the stock market.