ISCG
iShares Morningstar Small-Cap Growth ETF
📎 Investment Objective
The iShares Morningstar Small-Cap Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. growth stocks.
Overview
ETF tracking iShares Morningstar Small-Cap Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Small-Cap Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. growth stocks.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the Morningstar Small Growth Index. The fund generally 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. growth stocks
- Passively managed to track the Morningstar Small Growth Index
- Low expense ratio of 0.00%
- Suitable for investors seeking small-cap growth exposure as part of a broader portfolio
⚠️ Primary Risks
- Concentration risk as the fund is focused on small-cap stocks
- Market risk as the value of the fund's holdings can fluctuate with market conditions
- Style risk as the fund's focus on growth stocks may underperform in certain market environments
- Liquidity risk as small-cap stocks may have lower trading volumes
👤 Best For
This ETF may be suitable for investors seeking long-term capital appreciation through exposure to a diversified portfolio of small-cap U.S. growth stocks. It can be used as a core small-cap growth allocation within a broader, diversified investment portfolio.