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Upturn AI SWOT - About
iShares Morningstar Small-Cap Growth ETF (JKK)
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Upturn Advisory Summary
08/13/2025: JKK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 23.07% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 38.73 - 54.34 | Updated Date 06/29/2025 |
52 Weeks Range 38.73 - 54.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Small-Cap Growth ETF
ETF Overview
Overview
The iShares Morningstar Small-Cap Growth ETF (ISCG) seeks to track the investment results of the Morningstar Small Growth Index, providing exposure to small-capitalization U.S. companies exhibiting growth characteristics. It focuses on companies with high growth potential within the small-cap segment.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable issuer of ETFs, known for its extensive range of investment products and robust risk management practices.
Management Expertise
BlackRock possesses significant expertise in ETF management, with experienced portfolio managers and analysts overseeing the ISCG fund.
Investment Objective
Goal
The investment seeks to track the investment results of the Morningstar Small Growth Index, which measures the performance of U.S. small-cap stocks that exhibit growth characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all the stocks in the Morningstar Small Growth Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of small-cap companies demonstrating growth characteristics, as defined by Morningstar's growth scoring methodology.
Market Position
Market Share: ISCGu2019s market share in the small-cap growth ETF segment is moderately competitive.
Total Net Assets (AUM): 171000000
Competitors
Key Competitors
- Vanguard Small-Cap Growth ETF (VBK)
- Schwab U.S. Small-Cap Growth ETF (SCHA)
- SPDR S&P 600 Small Cap Growth ETF (SPYG)
Competitive Landscape
The small-cap growth ETF landscape is competitive, with several established players. ISCG benefits from the iShares brand and BlackRock's resources. Competitors such as VBK have larger AUM and may offer slightly lower expense ratios, creating competitive pressure.
Financial Performance
Historical Performance: Historical performance data can be obtained from iShares website. Returns vary year to year based on market conditions.
Benchmark Comparison: Performance is typically compared to the Morningstar Small Growth Index.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
ISCG exhibits a moderate average trading volume, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting decent liquidity, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market sentiment regarding growth stocks can significantly impact ISCG's performance. Small-cap growth stocks are often more sensitive to economic cycles.
Growth Trajectory
ISCG's growth trajectory is tied to the performance of the small-cap growth segment. Changes to the index methodology or significant shifts in holdings can influence its future performance.
Moat and Competitive Advantages
Competitive Edge
ISCG benefits from the established reputation of the iShares brand and BlackRock's extensive resources. Its precise replication of the Morningstar Small Growth Index offers a straightforward and transparent approach to small-cap growth investing. The ETF's focused strategy, backed by Morningstar's research, differentiates it. This focus allows investors targeted exposure with relative cost efficiency.
Risk Analysis
Volatility
Small-cap stocks, and growth stocks in particular, tend to exhibit higher volatility compared to large-cap or value stocks. ISCG's volatility will reflect this characteristic.
Market Risk
ISCG is subject to market risk, including the potential for declines in the overall stock market and specific risks associated with the small-cap growth sector.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking growth potential within the small-cap market and willing to accept higher volatility for potentially higher returns. Investors should have a long-term investment horizon.
Market Risk
ISCG is more suitable for long-term investors and those comfortable with higher levels of risk. It may be less suitable for active traders due to potential slippage.
Summary
The iShares Morningstar Small-Cap Growth ETF (ISCG) provides investors with exposure to small-cap companies that exhibit growth characteristics. Managed by BlackRock's iShares, it aims to mirror the performance of the Morningstar Small Growth Index. While offering growth potential, it comes with inherent risks associated with small-cap and growth stocks. ISCG is best suited for long-term investors willing to tolerate greater volatility for potential rewards and is moderately priced against its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Small-Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Small Cap Broad Growth Extended IndexSM composed of small-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by small-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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.