(ILCV) iShares Morningstar Value - Ratings and Ratios

The iShares Morningstar Value ETF, listed on NYSE ARCA under the ticker ILCV, is designed to track the performance of a specific index that focuses on U.S. stocks from large-mid capitalization companies. This index, developed by Morningstar, uses a proprietary methodology to identify companies that exhibit above-average 'value' characteristics. By investing in these companies, the fund aims to provide exposure to the value segment of the U.S. equity market. The fund's portfolio will consist of a broad range of securities, including common stocks, preferred stocks, and other equity securities.

The underlying index of the iShares Morningstar Value ETF is composed of stocks from large-mid capitalization companies, which are typically defined as companies with market capitalizations between $2 billion and $20 billion. The index methodology used by Morningstar to select these stocks involves a multi-factor approach, considering various metrics such as price-to-earnings ratio, price-to-book ratio, and dividend yield. By using this approach, the index aims to identify companies that are undervalued by the market and have the potential for long-term growth. As a result, the iShares Morningstar Value ETF provides investors with a diversified portfolio of value-oriented stocks, which can be an attractive option for those seeking to add a value component to their investment portfolio.

In terms of its investment strategy, the iShares Morningstar Value ETF will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics substantially identical to the component securities of its underlying index. This means that the fund may also invest in other securities, such as derivatives and depositary receipts, as long as they have similar economic characteristics to the stocks in the underlying index. With an ISIN of US4642881092 and classified as a Large Value ETF, the iShares Morningstar Value ETF offers investors a convenient and cost-effective way to gain exposure to the U.S. value market, making it a popular choice among investors seeking to diversify their portfolios and potentially benefit from the long-term growth of value stocks.