ISCV
iShares Morningstar Small-Cap Value ETF
📎 Investment Objective
The iShares Morningstar Small-Cap Value ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics.
Overview
ETF tracking iShares Morningstar Small-Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Small-Cap Value ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the Morningstar US Small Cap Value 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. value stocks
- Seeks to track the Morningstar US Small Cap Value Index, which focuses on companies with lower price-to-earnings and price-to-book ratios
- Low expense ratio of 0.00%
- Suitable for investors seeking small-cap value equity exposure as part of a broader portfolio
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Value stocks may underperform the broader market during certain periods
- Concentration in a particular market segment or industry may increase risk
- Passive management limits the ability to adapt to changing market conditions
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to small-cap value stocks as part of a diversified portfolio. It may be appropriate for investors with a higher risk tolerance who are comfortable with the volatility and potential for higher returns associated with small-cap equities.