iShares Morningstar Small-Cap Value ETF company info

What does iShares Morningstar Small-Cap Value ETF do?
iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) is an exchange-traded fund designed to track the performance of the Morningstar Small Cap Value Index, offering investors exposure to small-cap U.S. companies deemed to have value characteristics. Its operations involve pooling investment funds from participants to invest in a diversified portfolio of stocks that align with its strategic objective of mirroring the returns of the small-cap value segment of the U.S. equity market. The ETF's projects are centered around identifying and investing in undervalued small-cap companies with potential for growth and revaluation, aiming to achieve long-term capital appreciation for its shareholders. Its objectives include providing a convenient and efficient way for investors to gain broad exposure to the small-cap value sector, emphasizing sectors believed to offer the best value opportunities.
iShares Morningstar Small-Cap Value ETF company media
Company Snapshot

Is iShares Morningstar Small-Cap Value ETF a public or private company?

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Ownership
Public

What sector is iShares Morningstar Small-Cap Value ETF in?

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Sector
ETF

Where is the head office for iShares Morningstar Small-Cap Value ETF?

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Head Office
San Francisco, United States

What year was iShares Morningstar Small-Cap Value ETF founded?

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Year Founded
2004
What does iShares Morningstar Small-Cap Value ETF specialise in?
/Investment Management /Small-Cap Funds /Portfolio Diversification /Asset Allocation /Risk Management /Value Investing

What are the products and/or services of iShares Morningstar Small-Cap Value ETF?

Overview of iShares Morningstar Small-Cap Value ETF offerings
Focus on U.S. Small-Cap Stocks: ISCV invests in a basket of stocks of small-capitalization companies located in the United States. These companies can offer potentially higher growth prospects but tend to be more volatile compared to large-cap companies.
Value Investing Strategy: ISCV goes beyond just investing in small-cap stocks. It incorporates a value investing approach. This means the fund selects stocks that appear to be trading for less than their intrinsic value, considering factors like a company's price-to-book ratio, price-to-earnings ratio, and dividend yield.
Passive Management: ISCV likely tracks an index that focuses on small-cap value stocks. The holdings are automatically adjusted to reflect the index composition, potentially resulting in lower fees compared to actively managed small-cap value funds.
Exposure to U.S. Small-Cap Value Stocks: By investing in ISCV, you gain indirect exposure to a segment of the U.S. stock market that combines the potential growth of small-cap companies with the value investing philosophy.
Diversification Within Small-Cap Value: By holding a basket of small-cap value companies, ISCV offers diversification within this specific market segment, reducing concentration risk on any single company.
Potential for Capital Appreciation: The value of ISCV can potentially grow over time as the underlying companies' stock prices increase. However, due to the focus on small-cap stocks and value investing, the ETF may experience higher volatility compared to a broader market ETF.