Broad in reach and effectively diversified, iShares S&P 500 Growth ETF is a solid choice for exposure to the large-cap growth market. While there are lower-cost options available, this strategy still ranks in the large-growth Morningstar Category’s cheapest decile. Under Morningstar’s enhanced ratings framework, which places a greater emphasis on fees, this fund receives an upgrade to Silver from Bronze.
Will IVW outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVW’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IVW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IVW’s parent organization’s priorities and whether they’re in line with investors’ interests.