iShares Morningstar Small-Cap ETF (ISCB)
46.99
-0.16
(-0.35%)
USD |
NYSEARCA |
Sep 22, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.04% | -0.05% | 197.45M | 7576.87 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.25% | 28.00% | -9.255M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the Morningstar® US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. 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”). |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| Morningstar US Sml Ext TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 15.68 yrs |
| Jennifer Hsui | 11.01 yrs |
| Paul Whitehead | 1.67 yrs |
Performance Versus Category
As of September 22, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of September 22, 2023.
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the Morningstar® US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. 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”). |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| Morningstar US Sml Ext TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 15.68 yrs |
| Jennifer Hsui | 11.01 yrs |
| Paul Whitehead | 1.67 yrs |