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Upturn AI SWOT - About
iShares Morningstar Small-Cap Growth ETF (JKK)
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Upturn Advisory Summary
04/01/2025: JKK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -1.43% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 87120 | Beta 1.16 | 52 Weeks Range 42.50 - 54.34 | Updated Date 04/2/2025 |
52 Weeks Range 42.50 - 54.34 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap Growth ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap Growth ETF (ISCG) seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics. It provides exposure to small-cap companies with high growth potential, focusing on sectors like technology, healthcare, and consumer discretionary.
Reputation and Reliability
iShares is a well-established and reputable issuer of ETFs, known for its broad range of investment products and reliable tracking of underlying indices.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
To track the investment results of the Morningstar Small Growth Index, which measures the performance of small-capitalization growth stocks in the U.S.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the underlying Morningstar Small Growth Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of small-cap companies that are classified as growth stocks based on factors like earnings growth, book value growth, and sales growth. Sector allocation is predominantly in technology, healthcare, and consumer discretionary.
Market Position
Market Share: The ETF holds a moderate market share within the small-cap growth ETF segment.
Total Net Assets (AUM): 2690000000
Competitors
Key Competitors
- Vanguard Small-Cap Growth ETF (VBK)
- Schwab U.S. Small-Cap Growth ETF (SCHA)
- SPDR S&P SmallCap 600 Growth ETF (SLYG)
Competitive Landscape
The small-cap growth ETF market is competitive. ISCG offers a Morningstar-selected growth portfolio. VBK is larger and may offer lower expense ratios. SCHA is another low-cost option. ISCG's advantage lies in its Morningstar methodology but may come with a slightly higher expense ratio than some competitors.
Financial Performance
Historical Performance: Historical performance can be found on the iShares website, presenting annual returns and since inception data. (Requires pulling dynamic data)
Benchmark Comparison: Performance is compared against the Morningstar Small Growth Index. (Requires pulling dynamic data)
Expense Ratio: 0.17
Liquidity
Average Trading Volume
The ETF generally has moderate trading volume, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting relatively efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, such as GDP growth, interest rates, and inflation, affect small-cap growth stocks. Sector-specific growth prospects in technology, healthcare, and consumer discretionary also play a role.
Growth Trajectory
The growth trajectory depends on the overall economic environment and the performance of the small-cap growth segment. Changes in the index methodology or company valuations can affect its holdings.
Moat and Competitive Advantages
Competitive Edge
ISCG's competitive edge lies in its use of the Morningstar Small Growth Index, which selects stocks based on Morningstar's proprietary growth metrics. This provides investors with exposure to a potentially unique and well-researched portfolio of small-cap growth companies. The ETF's affiliation with iShares and BlackRock further enhances its credibility and access to resources.
Risk Analysis
Volatility
Small-cap growth stocks are generally more volatile than large-cap stocks and may experience greater price fluctuations.
Market Risk
The ETF is subject to market risk, including economic downturns, sector-specific risks, and company-specific risks affecting the underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to small-cap growth stocks for long-term capital appreciation and is comfortable with higher volatility.
Market Risk
ISCG is suitable for long-term investors seeking growth potential and willing to tolerate higher risk. It may be less suitable for risk-averse investors or those with short-term investment horizons.
Summary
The iShares Morningstar Small-Cap Growth ETF (ISCG) offers exposure to a Morningstar-selected portfolio of small-cap growth companies. It is a good tool for investors seeking capital appreciation through growth stocks and willing to accept higher volatility. Its value proposition is through the Morningstar selection process. Investors should consider the expense ratio and the performance against competitors before investing. The fund's appeal lies in its growth-focused mandate and can add diversification to a broader portfolio.
Similar Companies
IWO
iShares Russell 2000 Growth ETF
IWO
iShares Russell 2000 Growth ETF
SCHA
Schwab U.S. Small-Cap ETF
SCHA
Schwab U.S. Small-Cap ETF
SLYG
SPDR® S&P 600 Small Cap Growth ETF
SLYG
SPDR® S&P 600 Small Cap Growth ETF
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
VBK
Vanguard Small-Cap Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
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 Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Small Cap Broad Growth Extended IndexSM composed of small-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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