ILCG News and Press, iShares Morningstar Growth ETF From 10/15/23

2023-10-15 06:30:00 ET Summary The investment environment has undergone a sweeping alteration, calling for significant capital reallocation. The decline in interest rates over the past 40 years has been overlooked as a major driver of investment profits. Credit instruments may...

2023-10-07 00:51:00 ET Summary The S&P 500 Index's forward price-to-earnings (P/E) multiple of 18.8 times is 8% greater than the historical median valuation of 17.3 times, and in the 68th percentile relative to history. Both the regular return on equity (ROE) and the intangibl...

2023-09-27 15:23:05 ET More on iShares Trust - iShares Morningstar Large-Cap Growth ETF ILCG: Don't Chase Tech ILCG: Growth Equities Fund, Getting Stretched Seeking Alpha’s Quant Rating on iShares Trust - iShares Morningstar Large-Cap Growth ETF Divide...

2023-09-27 12:30:00 ET Summary Index concentration has risen over the past decade. The largest issuers have become an increasingly sizable portion of the large-cap growth asset class and have been outsized contributors to index performance. As a result of the growing market concen...

2023-09-25 13:29:55 ET Summary ILCG is a tech-skewed ETF thanks to being subsetted to above average growth and being value-weighted within that subset. The ETF has a high concentration in tech, with more than 40% of its exposure in the sector, as well as exposure to other high bra...

2023-08-18 23:15:00 ET Summary Following last year’s plunge across markets, technology and growth stocks are back on top. Aside from a brief wobble in February, year-to-date growth has crushed every other investment style. Despite growth dominating equity performance in...

2023-08-11 23:35:00 ET Summary Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team’s top three themes for the back half of 2023. A tight labor market, strong consumer spending and economic strength across several industries have driven i...

2023-08-09 21:15:00 ET Summary A sharp rise in interest rates, which pummeled growth stocks, was the dominant storyline last year. The WisdomTree U.S. Quality Growth Index is a market capitalization-weighted Index of companies with quality and growth characteristics. The Index...

2023-07-18 14:32:34 ET Summary CACG is an actively-managed all-cap growth fund with a 0.53% expense ratio. Assets under management are just over $100 million. CACG aims to select a small group of stocks with high growth potential, low valuations, and meet proprietary ESG criteria....

2023-07-11 04:33:50 ET Summary The iShares Morningstar Growth ETF, which focuses on large and mid-cap growth equities, has seen a strong performance in 2023. The ETF's performance is largely driven by tech mega-caps, with its portfolio showing stretched valuation metrics; it is up...