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Upturn AI SWOT - About
iShares Morningstar Growth ETF (ILCG)
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Upturn Advisory Summary
08/29/2025: ILCG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 50.08% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.15 | 52 Weeks Range 69.40 - 96.58 | Updated Date 06/29/2025 |
52 Weeks Range 69.40 - 96.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Growth ETF
ETF Overview
Overview
The iShares Morningstar Growth ETF (IVF) seeks to track the investment results of an index composed of U.S. equities with high growth characteristics as identified by Morningstar.
Reputation and Reliability
iShares is a well-established and reputable ETF provider known for its extensive range of investment products and reliable tracking performance.
Management Expertise
BlackRock, the issuer of iShares, possesses significant experience and expertise in investment management, with a dedicated team managing the ETF.
Investment Objective
Goal
The investment objective of the ETF is to track the investment results of the Morningstar US Growth Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' or indexing investment approach, attempting to replicate the performance of the underlying Morningstar US Growth Index.
Composition The ETF's holdings consist primarily of U.S. growth stocks, focusing on companies expected to experience above-average growth in earnings and revenue.
Market Position
Market Share: The iShares Morningstar Growth ETF holds a portion of the market share within the U.S. growth ETF segment.
Total Net Assets (AUM): 212155821.77
Competitors
Key Competitors
- VUG
- SCHG
- IWF
- QQQ
Competitive Landscape
The growth ETF industry is highly competitive, with many well-established players. IVF's advantage is its focus on Morningstar's growth criteria; however, it has lower AUM and market share compared to larger competitors like VUG and SCHG, and it competes for market share with the larger QQQ.
Financial Performance
Historical Performance: Historical performance data would need to be retrieved from financial data providers for specific time periods.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar US Growth Index to assess its tracking effectiveness.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF's liquidity is reflected in its average trading volume, with higher volume generally indicating better liquidity.
Bid-Ask Spread
The bid-ask spread, which is generally low for this ETF, indicates the difference between the highest price a buyer will pay and the lowest price a seller will accept for the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment significantly affect IVF, especially the technology and consumer discretionary sectors.
Growth Trajectory
IVF's growth depends on the performance of its underlying holdings and the overall demand for growth-oriented investment strategies. Changes to strategy and holdings are dependent on Morningstar's methodology.
Moat and Competitive Advantages
Competitive Edge
IVF's competitive advantage lies in its use of Morningstar's growth stock selection methodology, which might appeal to investors seeking a specific approach to growth investing. The low expense ratio makes the ETF competitive compared to its peers. The ETF's brand association with iShares and BlackRock also provides an advantage, as well as its tracking of the Morningstar Index. However, the market share is low, which represents a disadvantage.
Risk Analysis
Volatility
The ETF's volatility is linked to the inherent volatility of growth stocks, which tend to be more sensitive to market fluctuations.
Market Risk
Market risk stems from the potential for overall market downturns, impacting the value of the ETF's holdings. Concentrated sector exposures, such as technology, can amplify this risk.
Investor Profile
Ideal Investor Profile
The ideal investor for IVF is someone seeking exposure to U.S. growth stocks and is comfortable with the associated volatility. Investors comfortable with a passive index-tracking approach.
Market Risk
IVF is suitable for long-term investors seeking capital appreciation and who are willing to tolerate higher levels of risk compared to broader market ETFs.
Summary
The iShares Morningstar Growth ETF (IVF) offers exposure to U.S. growth stocks through a passive, index-tracking approach based on Morningstar's growth criteria. With a low expense ratio, it provides a cost-effective way to invest in growth-oriented companies. Its performance is closely tied to the underlying Morningstar US Growth Index, making it suitable for long-term investors seeking capital appreciation. Investors should be aware of the inherent volatility associated with growth stocks and the ETF's comparatively low asset under management (AUM).
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- ETF.com
- Yahoo Finance
- Google Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is based on available information and may not be fully comprehensive.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited above-average "growth" characteristics. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.