Skip to Content
Morningstar

iShares Morningstar Small-Cap Growth ETF ISCG

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

Morningstar’s Analysis ISCG

Will ISCG 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 ISCG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISCG 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 ISCG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Morningstar Small-Cap Growth ETF's Morningstar Medalist Rating of Silver.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISCG

More ISCG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MicroStrategy Inc Class A

0.88 4.7 Mil
Technology

Shockwave Medical Inc

0.59 3.1 Mil
Healthcare

Advanced Drainage Systems Inc

0.54 2.9 Mil
Industrials

Natera Inc

0.53 2.8 Mil
Healthcare

Comfort Systems USA Inc

0.53 2.8 Mil
Industrials

Sarepta Therapeutics Inc

0.52 2.7 Mil
Healthcare

Wingstop Inc

0.51 2.7 Mil
Consumer Cyclical

Tetra Tech Inc

0.49 2.6 Mil
Industrials

Texas Roadhouse Inc

0.49 2.6 Mil
Consumer Cyclical

Catalent Inc

0.49 2.6 Mil
Healthcare