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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 sizable cost advantage over competitors, priced within the lowest 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 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carvana Co Class A

0.28 625,712
Consumer Cyclical

East West Bancorp Inc

0.27 602,370
Financial Services

Guidewire Software Inc

0.27 600,524
Technology

Insmed Inc

0.27 598,756
Healthcare

Rivian Automotive Inc Class A

0.26 581,555
Consumer Cyclical

Jones Lang LaSalle Inc

0.26 579,662
Real Estate

ITT Inc

0.25 566,100
Industrials

Texas Roadhouse Inc

0.25 555,503
Consumer Cyclical

Curtiss-Wright Corp

0.24 533,864
Industrials

Chord Energy Corp Ordinary Shares - New

0.23 527,589
Energy