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Morningstar

iShares Morningstar Small-Cap ETF ISCB

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ISCB

Will ISCB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISCB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISCB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ISCB’s parent organization’s priorities and whether they’re in line with investors’ interests.

iShares Morningstar Small-Cap ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISCB

More ISCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MicroStrategy Inc Class A

0.55 1.2 Mil
Technology

Tenet Healthcare Corp

0.32 698,071
Healthcare

Natera Inc

0.32 692,825
Healthcare

TopBuild Corp

0.31 661,438
Industrials

Dick's Sporting Goods Inc

0.31 658,245
Consumer Cyclical

nVent Electric PLC

0.31 657,221
Industrials

Toll Brothers Inc

0.30 654,065
Consumer Cyclical

Carvana Co Class A

0.27 590,875
Consumer Cyclical

Texas Roadhouse Inc

0.27 580,366
Consumer Cyclical

Advanced Drainage Systems Inc

0.27 578,794
Industrials