iShares Morningstar Small-Cap Growth ETF

Yield per half year: 8.51%
Commission: 0.06%
Category: Small Cap Growth Equities

54.96 $

+0.45 $ +0.8255%
39.44 $
56.31 $

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10 year return -58.32
3 year return -2.06
5 year return -72.54
Annual return 7.3
Asset size Small-Cap
Asset type Equity
Average P/BV 3.13
Average P/E 24.71
Average P/S 1.99
Beta 1.09
Commission 0.06
Country USA
Currency usd
Div. yield 0.726
Focus Small Cap
Foundation date 2004-06-28
Full name iShares Morningstar Small-Cap Growth ETF
ISIN code US4642886042
ISO country US
Index Morningstar US Small Cap Broad Growth Extended Index
Number of companies 999
Owner iShares
Region North America
Region U.S.
Strategy Growth
Top 10 issuers, % 4.53
Website link
segment Equity: U.S. - Small Cap Growth
Change per day +0.8255% (54.51)
Change per week +1.42% (54.19)
Change per month +0.3469% (54.77)
Change per 3 month +2.44% (53.65)
Change per half year +8.51% (50.65)
Change per year +7.3% (51.22)
Change per year to date +18.35% (46.44)

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Description iShares Morningstar Small-Cap Growth ETF

ISCG отслСТиваСт «Ρ‡ΠΈΡΡ‚Ρ‹ΠΉ» индСкс роста. Π’ Ρ‚ΠΎ врСмя ΠΊΠ°ΠΊ Π±ΠΎΠ»ΡŒΡˆΠΈΠ½ΡΡ‚Π²ΠΎ индСксов стиля дСлят Ρ€Ρ‹Π½ΠΎΠΊ Π½Π° Π΄Π²Π΅ части, приписывая ΠΏΠΎΠ»ΠΎΠ²ΠΈΠ½Ρƒ Ρ€Ρ‹Π½ΠΎΡ‡Π½ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠΈ «Ρ€ΠΎΡΡ‚Ρƒ», Π° ΠΏΠΎΠ»ΠΎΠ²ΠΈΠ½Ρƒ - «ΡΡ‚оимости», индСксы Morningstar, Π»Π΅ΠΆΠ°Ρ‰ΠΈΠ΅ Π² основС Ρ‚Π°ΠΊΠΈΡ… Ρ„ΠΎΠ½Π΄ΠΎΠ², ΠΊΠ°ΠΊ ISCG, дСлят Ρ€Ρ‹Π½ΠΎΠΊ Π½Π° Ρ‚Ρ€ΠΈ части: рост, смСшиваниС ΠΈ ΡΡ‚ΠΎΠΈΠΌΠΎΡΡ‚ΡŒ, ΠΈ ΠΏΡ€ΠΈΡΠ²Π°ΠΈΠ²Π°ΡŽΡ‚ ΠΏΡ€ΠΈΠΌΠ΅Ρ€Π½ΠΎ ΠΏΠΎ ΠΎΠ΄Π½ΠΎΠΉ Ρ‚Ρ€Π΅Ρ‚ΠΈ Ρ€Ρ‹Π½ΠΊΠ° ΠΊΠ°ΠΆΠ΄ΠΎΠΌΡƒ. Π€ΠΎΠ½Π΄ Π²Ρ‹Π±ΠΈΡ€Π°Π΅Ρ‚ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΈ ΠΈΠ· своСй матСринской ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΈ, Morningstar US Market Extended Index, с Ρ€Ρ‹Π½ΠΎΡ‡Π½ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ Π² 90-ΠΌ ΠΈ 99,5-ΠΌ процСнтилях. Акции ΠΊΠ»Π°ΡΡΠΈΡ„ΠΈΡ†ΠΈΡ€ΡƒΡŽΡ‚ΡΡ ΠΊΠ°ΠΊ растущиС ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΈ Π½Π° основании ΠΏΡ€ΠΈΠ±Ρ‹Π»ΠΈ, Π΄Π΅Π½Π΅ΠΆΠ½ΠΎΠ³ΠΎ ΠΏΠΎΡ‚ΠΎΠΊΠ° ΠΈ Π΄Ρ€ΡƒΠ³ΠΈΡ… ΠΎΡ†Π΅Π½ΠΎΡ‡Π½Ρ‹Ρ… ΠΏΠΎΠΊΠ°Π·Π°Ρ‚Π΅Π»Π΅ΠΉ. Баланс индСкса обновляСтся Π΅ΠΆΠ΅ΠΊΠ²Π°Ρ€Ρ‚Π°Π»ΡŒΠ½ΠΎ. Π”ΠΎ 19 ΠΌΠ°Ρ€Ρ‚Π° 2021 Π³ΠΎΠ΄Π° этот Ρ„ΠΎΠ½Π΄ отслСТивал индСкс ΠΌΠ°Π»ΠΎΠ³ΠΎ роста БША Morningstar ΠΏΠΎΠ΄ Ρ‚ΠΈΠΊΠ΅Ρ€ΠΎΠΌ JKK.