ILCG News and Press, iShares Morningstar Growth ETF From 09/20/22

Summary Performance charts can mislead investors because sometimes they include rare one-off gains or losses early in the time series. Analyzing rolling returns lessens the importance of buying just at the right time. This article looks at six-month rolling returns for 73 U.S. ETF...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary After a brutal six months, during which the Russell 1000 Growth Index fell more than 32%, growth stocks finally found a floor in June before rebounding. September is not over and is rarely kind to investors. A slower economy is, at least on a relative basis, supportive...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary The Vanguard Mega Cap Growth fund gives investors exposure to the largest growth companies in the US market. The fund has a 0.07% expense fee and a 10-year average annual return of 15.62%, beating the S&P 500 by 1%+. The top 3 holdings are Apple, Microsoft, and Goo...

For a decade, investors chased growth stocks, but now they won't touch them; will a recession and falling rates bring them back? Growth stocks are all about the future, and the CRSP Growth Index contains nothing about valuation. Young growing companies often have negative cash flow an...

Earnings for the S&P 500, according to Howard Silverblatt’s work at S&P, are expected to rise 7.7% in 2022. Growth stocks were grossly overvalued going into that bear market and they took the brunt of the damage. Real estate did well last week with rates falling bac...

From the November peak to the recent trough, U.S. large cap growth stocks lost more than 30%, a decline on par with the pandemic induced bear market. Growth is still trailing the S&P 500 by roughly 10% and nearly 17% versus comparable value indexes. As economic growth slows, i...

iShares Morningstar Growth ETF (ILCG) - $0.0651. 30-Day SEC Yield of 0.52% as of April. 29. Payable Jun 15; for shareholders of record Jun 10; ex-div Jun 09. For further details see: iShares Morningstar Growth ETF declares quarterly distribution of $0.0651

Growth stocks are under acute pressure as rising interest rates change the dynamics that drive equity valuations. Market corrections are always painful, but investors in growth equities have suffered a particularly harsh blow this year. This year’s market correction reflect...