ILCV
iShares Morningstar Value ETF
📎 Investment Objective
The iShares Morningstar Value ETF seeks to track the investment results of an index composed of undervalued stocks in the U.S. equity market.
Overview
ETF tracking iShares Morningstar Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Value ETF seeks to track the investment results of an index composed of undervalued stocks in the U.S. equity market.
🎯 Investment Strategy
The ETF uses a passive management approach to replicate the performance of the Morningstar US Large-Mid Cap Value Index. It invests in a representative sample of stocks included in the index, which measures the performance of value stocks in the large and mid-cap segments of the U.S. market.
✨ Key Features
- Provides exposure to a diversified portfolio of undervalued U.S. large and mid-cap stocks
- Utilizes a passive, index-tracking approach to minimize costs
- Offers potential for long-term capital appreciation through investment in value-oriented equities
- Suitable for investors seeking broad exposure to the U.S. value equity market
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Equity risk: The stocks held by the ETF may underperform the overall stock market
- Value investing risk: Value stocks may not appreciate in value as expected
- Concentration risk: The ETF's performance may be more volatile due to its focus on the value segment of the market
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to undervalued U.S. large and mid-cap stocks as part of a diversified portfolio. It may be appropriate for investors with a moderate to high-risk tolerance who are willing to hold the investment for an extended period to potentially benefit from the value-oriented approach.