Ishares Morningstar Equity Etf Profile

ILCB Etf  USD 83.02  0.26  0.31%   

Performance

12 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
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

  1.0VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500 Aggressive PushPairCorr
  1.0IVV iShares Core SPPairCorr
  0.94VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr
  0.98RSP Invesco SP 500PairCorr

Moving against IShares Etf

  0.86YCL ProShares Ultra YenPairCorr
  0.86VIIX VIIXPairCorr
  0.85FXY Invesco CurrencySharesPairCorr
  0.83ULE ProShares Ultra EuroPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Size And Style ETFs, Large Blend, iShares (View all Sectors)
IssueriShares
Inception Date2004-06-28
BenchmarkMorningstar US Large-Mid Cap Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management1.19 Billion
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorBlackRock Fund Advisors
CustodianThe Bank of New York Mellon Corporation
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents621
Market MakerLatour Trading
Total Expense0.03
Management Fee0.03
Country NameUSA
Returns Y T D27.42
NameiShares Morningstar U.S. Equity ETF
Currency CodeUSD
Open FigiBBG000BRJ943
In Threey Volatility17.39
1y Volatility11.65
200 Day M A74.972
50 Day M A80.1276
CodeILCB
Updated At26th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.32
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

HDHome DepotStockConsumer Discretionary
UNHUnitedHealth Group IncorporatedStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
TSLATesla IncStockConsumer Discretionary
NVDANVIDIAStockInformation Technology
NKENike IncStockConsumer Discretionary
MSFTMicrosoftStockInformation Technology
LLYEli Lilly andStockHealth Care
More Details

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.

IShares Morningstar Against Markets

When determining whether iShares Morningstar is a strong investment it is important to analyze IShares Morningstar's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Morningstar's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
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.