Key stats
About iShares Morningstar Large-Cap ETF
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Inception date
Jun 28, 2004
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
ILCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US large- and mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, ILCB was named iShares Morningstar Large-Cap ETF under the ticker JKD and tracked the Morningstar US Large Core Index that focused on core stocks (excluding both growth and value stocks).
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.