IUSG:ARCA-iShares Core Russell U.S. Growth

ETF | Large Growth | NYSE Arca

Last Closing Price

USD 55.22

Change

0.00 (0.00)%

Market Cap

USD 5.25B

Volume

1.90M

Average Target Price

N/A
Average Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 3000 Growth Index (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of equity securities of Russell 3000 Index issuers with relatively higher price-to-book ratios and higher forecasted growth.

Inception Date: 24/07/2000

Primary Benchmark: S&P 900 Growth TR

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.08%

Management Expense Ratio: 0.05 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-12-09 )

Largest Industry Peers for Large Growth

Symbol Name Mer Price(Change) Market Cap
QQQ PowerShares QQQ Trust Ser 1 0.20 %

N/A

USD 63.85B
VONG Vanguard Russell 1000 Growth I.. 0.12 %

N/A

USD 2.01B
ONEQ Fidelity Nasdaq Composite Trac.. 0.21 %

N/A

USD 1.46B
FTC First Trust Large Cap Growth A.. 0.62 %

N/A

USD 0.87B
QQEW First Trust NASDAQ-100 Equal W.. 0.60 %

N/A

USD 0.49B
QQXT First Trust NASDAQ-100 Ex-Tech.. 0.60 %

N/A

USD 0.08B
CACG ClearBridge All Cap Growth ETF 0.53 %

N/A

USD 0.06B
PSET Principal Price Setters Index .. 0.29 %

N/A

USD 0.02B
MILN Global X Millennials Thematic .. 0.54 %

N/A

USD 0.02B
SWIN ALPS/Dorsey Wright Sector Mome.. 0.40 %

N/A

USD 0.01B

ETFs Containing IUSG

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Growth)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.70% 75% C 72% C-
Dividend Return 0.94% 89% B+ 23% F
Total Return 3.64% 75% C 71% C-
Trailing 12 Months  
Capital Gain 3.02% 58% F 71% C-
Dividend Return 1.30% 92% A- 29% F
Total Return 4.32% 67% D+ 70% C-
Trailing 5 Years  
Capital Gain 60.24% 43% F 71% C-
Dividend Return 8.56% 86% B 36% F
Total Return 68.80% 57% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.55% 58% F 64% D
Dividend Return 14.00% 75% C 64% D
Total Return 1.45% 92% A- 41% F
Risk Return Profile  
Volatility (Standard Deviation) 10.92% 33% F 85% B
Risk Adjusted Return 128.22% 67% D+ 94% A
Market Capitalization 1.03B 92% A- 91% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.