ISCB
iShares Morningstar Small-Cap ETF
📎 Investment Objective
The iShares Morningstar Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities.
Overview
ETF tracking iShares Morningstar Small-Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities.
🎯 Investment Strategy
The ETF employs a representative sampling strategy to track the Morningstar US Small Cap Index, which measures the performance of small-capitalization U.S. stocks. It invests in a representative sample of securities included in the underlying index to seek to achieve its investment objective.
✨ Key Features
- Provides exposure to a diversified portfolio of small-cap U.S. stocks
- Seeks to track the Morningstar US Small Cap Index, a benchmark for the small-cap segment of the U.S. equity market
- Utilizes a representative sampling approach to replicate the index's performance
- Designed for investors seeking broad small-cap market exposure
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Small-cap risk: Small-cap companies may be more volatile and less liquid than larger companies
- Tracking error risk: The ETF may not perfectly track the underlying index
- Concentration risk: The ETF may be more susceptible to losses due to adverse occurrences affecting a particular sector or industry
👤 Best For
This ETF may be suitable for investors seeking long-term exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio. It may be appropriate for investors with a higher risk tolerance and a longer investment horizon.