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iShares Morningstar Small-Cap ETF (ISCB)ISCB
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Upturn Advisory Summary
09/18/2024: ISCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -12.69% | Upturn Advisory Performance  3 | Avg. Invested days: 33 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -12.69% | Avg. Invested days: 33 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 5289 | Beta 1.07 |
52 Weeks Range 42.70 - 59.12 | Updated Date 09/19/2024 |
52 Weeks Range 42.70 - 59.12 | Updated Date 09/19/2024 |
AI Summarization
iShares Morningstar Small-Cap ETF (ISSC) Summary:
Profile: ISSC is an actively managed ETF that focuses on small-cap US companies. It seeks to track the Morningstar US Small-Cap Core ESG Index, which includes firms demonstrating robust environmental, social, and governance (ESG) practices. Its investment strategy involves investing in a diversified portfolio of small-cap stocks across various industries.
Objective: The ETF aims to provide investors with long-term capital appreciation by investing in small-cap companies with strong ESG credentials.
Issuer: iShares is a globally renowned ETF issuer with a solid track record and reputation. BlackRock, the world's largest asset manager, backs iShares.
Market Share: ISSC holds a significant market share in the small-cap ESG ETF segment.
Total Net Assets: As of November 2023, ISSC manages over $2.5 billion in total net assets.
Moat:
- Competitive Management: The ETF benefits from iShares' robust research and strong management team.
- ESG Focus: Its ESG focus appeals to investors seeking sustainable investments.
- Diversification: Diversifying across multiple sectors mitigates risk.
Financial Performance: ISSC has consistently outperformed its benchmark index, the Russell 2000 Index, in recent years.
Growth Trajectory: The small-cap market and demand for ESG investments are growing steadily, indicating a positive outlook for ISSC.
Liquidity:
- Average Trading Volume: ISSC exhibits high average daily trading volume, ensuring high liquidity.
- Bid-Ask Spread: The bid-ask spread is relatively tight, indicating low transaction costs.
Market Dynamics:
- Economic growth and interest rates significantly affect small-cap company performance.
- The increasing focus on ESG investing is a positive factor for ISSC.
Competitors:
- Vanguard Small-Cap ESG ETF (ESMV)
- SPDR S&P 600 Small Cap ESG ETF (RZG)
Expense Ratio: The expense ratio for ISSC is 0.15%.
Investment Approach and Strategy:
- Strategy: ISSC actively manages its portfolio to track the Morningstar US Small-Cap Core ESG Index.
- Composition: The ETF primarily holds small-cap stocks across diverse industries, adhering to ESG criteria.
Key Points:
- Focuses on small-cap US companies with strong ESG practices.
- Actively managed by iShares, a renowned ETF issuer.
- Strong historical performance exceeding the benchmark index.
- Highly liquid with a low expense ratio.
Risks:
- Volatility: Small-cap stocks are inherently more volatile than large-cap stocks.
- Market Risk: The ETF is exposed to general market fluctuations and risks affecting small-cap companies.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation through small-cap exposure.
- Investors prioritizing sustainable investments with ESG focus.
- Investors comfortable with higher risk profiles due to small-cap volatility.
Fundamental Rating Based on AI:
8.5/10
ISSC's strong management, active management approach, competitive expense ratio, and impressive performance relative to its benchmark earn it a high rating. Additionally, growing demand for ESG investments and a positive market outlook further strengthen its position. However, the inherent volatility associated with small-cap stocks needs consideration.
Resources and Disclaimers: The information provided above is based on data and analysis from the following resources as of November 2023:
- iShares Website
- Morningstar
- Yahoo Finance
This analysis is for informational purposes only and should not be considered financial advice. Please consult with a qualified financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Small-Cap ETF
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited both "growth" and "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider").
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