Key stats
About iShares Morningstar Small-Cap Growth ETF
Expense ratio
0.06%
Home page
Inception date
Jun 28, 2004
ISCG tracks a 'pure' growth index. Whereas most style indexes divide the market in two by assigning half the market cap to 'growth' and half to 'value,' the Morningstar indexes that underly funds like ISCG divide the market into three parts: growth, blend and value, and assign roughly one-third of the market to each. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. Stocks are classified as growth companies based on earnings, cash flow and other valuations metrics. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Growth Index, under the ticker JKK.
Classification
What's in the fund
Exposure type
Technology Services
Finance
Health Technology
Producer Manufacturing
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.