ILCG
iShares Morningstar Growth ETF
📎 Investment Objective
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large-capitalization U.S. growth stocks.
Overview
ETF tracking iShares Morningstar Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large-capitalization U.S. growth stocks.
🎯 Investment Strategy
The ETF employs a passive management strategy, seeking to replicate the performance of the Morningstar US Large Growth Index. It invests primarily in large-cap U.S. companies that exhibit above-average growth characteristics as determined by Morningstar's proprietary index methodology.
✨ Key Features
- Provides exposure to a diversified portfolio of large-cap U.S. growth stocks
- Passively managed to track the Morningstar US Large Growth Index
- Low expense ratio of 0.00%
- Suitable for investors seeking long-term capital appreciation
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Concentration risk: The ETF's performance may be more volatile due to its focus on the large-cap growth segment of the U.S. equity market
- Style risk: The ETF's focus on growth stocks may underperform value or other investment styles at times
- Liquidity risk: In certain market conditions, it may be difficult to buy or sell shares of the ETF at the desired price
👤 Best For
The iShares Morningstar Growth ETF may be suitable for long-term investors seeking exposure to large-cap U.S. growth stocks as part of a diversified portfolio. It may be particularly appealing to investors with a higher risk tolerance who are focused on capital appreciation over the long run.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 14.14% | Information Technology |
| 2 | MSFT | MICROSOFT CORP | 12.04% | Information Technology |
| 3 | AAPL | APPLE INC | 6.50% | Information Technology |
| 4 | AVGO | BROADCOM INC | 5.05% | Information Technology |
| 5 | META | META PLATFORMS INC CLASS A | 4.26% | Communication |
| 6 | AMZN | AMAZON COM INC | 3.73% | Consumer Discretionary |
| 7 | TSLA | TESLA INC | 3.63% | Consumer Discretionary |
| 8 | LLY | ELI LILLY | 2.63% | Health Care |
| 9 | V | VISA INC CLASS A | 1.84% | Financials |
| 10 | NFLX | NETFLIX INC | 1.58% | Communication |
| 11 | MA | MASTERCARD INC CLASS A | 1.47% | Financials |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 1.29% | Information Technology |
| 13 | GOOG | ALPHABET INC CLASS C | 1.24% | Communication |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 1.21% | Information Technology |
| 15 | COST | COSTCO WHOLESALE CORP | 0.90% | Consumer Staples |
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