IShares Core S&P U.S. Growth ETF’s IUSG broad, market-cap-weighted portfolio and sizable cost advantage make it a strong large-growth strategy. However, it falls just short of the standard for a Morningstar Analyst Rating of Gold and is downgraded to Silver.
Will IUSG 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 IUSG’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IUSG 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 IUSG’s parent organization’s priorities and whether they’re in line with investors’ interests.