Ishares Morningstar Equity Etf Profile
ILCB Etf | USD 83.02 0.26 0.31% |
Performance12 of 100
| Odds Of DistressLess than 9
|
IShares Morningstar is trading at 83.02 as of the 26th of November 2024, a 0.31 percent increase since the beginning of the trading day. The etf's open price was 82.76. IShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Morningstar Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent 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. More on iShares Morningstar Equity
Moving together with IShares Etf
1.0 | VTI | Vanguard Total Stock | PairCorr |
1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
1.0 | IVV | iShares Core SP | PairCorr |
0.94 | VIG | Vanguard Dividend | PairCorr |
1.0 | VV | Vanguard Large Cap | PairCorr |
0.98 | RSP | Invesco SP 500 | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Broad Equity ETFs, Size And Style ETFs, Large Blend, iShares (View all Sectors) |
Issuer | iShares |
Inception Date | 2004-06-28 |
Benchmark | Morningstar US Large-Mid Cap Index (USD) |
Entity Type | Regulated Investment Company |
Asset Under Management | 1.19 Billion |
Asset Type | Equity |
Category | Broad Equity |
Focus | Size and Style |
Market Concentration | Developed Markets |
Region | North America |
Administrator | The Bank of New York Mellon Corporation |
Advisor | BlackRock Fund Advisors |
Custodian | The Bank of New York Mellon Corporation |
Distributor | BlackRock Investments, LLC |
Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
Transfer Agent | The Bank of New York Mellon Corporation |
Fiscal Year End | 30-Apr |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 621 |
Market Maker | Latour Trading |
Total Expense | 0.03 |
Management Fee | 0.03 |
Country Name | USA |
Returns Y T D | 27.42 |
Name | iShares Morningstar U.S. Equity ETF |
Currency Code | USD |
Open Figi | BBG000BRJ943 |
In Threey Volatility | 17.39 |
1y Volatility | 11.65 |
200 Day M A | 74.972 |
50 Day M A | 80.1276 |
Code | ILCB |
Updated At | 26th of November 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.32 |
iShares Morningstar Equity [ILCB] is traded in USA and was established 2004-06-28. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares Morningstar currently have 665.89 M in assets under management (AUM). , while the total return for the last 3 years was 9.5%.
Check IShares Morningstar Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Morningstar Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Morningstar Equity Etf Constituents
HD | Home Depot | Stock | Consumer Discretionary | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
TXN | Texas Instruments Incorporated | Stock | Information Technology | |
TSLA | Tesla Inc | Stock | Consumer Discretionary | |
NVDA | NVIDIA | Stock | Information Technology | |
NKE | Nike Inc | Stock | Consumer Discretionary | |
MSFT | Microsoft | Stock | Information Technology | |
LLY | Eli Lilly and | Stock | Health Care |
iShares Morningstar Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Morningstar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.1093 | |||
Jensen Alpha | 2.0E-4 | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | (0.02) |
IShares Morningstar Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of iShares Morningstar is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.