(ISCV) iShares Morningstar - Ratings and Ratios

The iShares Morningstar Small-Cap Value ETF (ISCV) is designed to track the performance of small-capitalization U.S. stocks that exhibit strong value characteristics. The fund invests at least 80% of its assets in securities from its underlying index or in investments that closely mirror these securities. Morningstars proprietary methodology evaluates metrics such as price-to-earnings ratio, price-to-book ratio, and dividend yield to identify undervalued companies with potential for long-term growth. This approach targets small-cap stocks that may be undervalued relative to their peers, offering a strategic blend of value and growth potential.

Based on the provided data, ISCVs technical indicators suggest a consolidative trend. The SMA 20 and SMA 50 are above the last price, indicating potential bearish momentum, while the SMA 200 is slightly below, suggesting support. The low ATR of 0.85 signals moderate volatility. Fundamentally, with an AUM of $457.20M, the ETF maintains a balance between liquidity and focused exposure to small-cap value stocks. Over the next three months, ISCV is expected to remain range-bound, with potential sideways movement as market participants weigh economic conditions and company fundamentals. Investors may anticipate limited upside but relative stability, making it a cautious hold for value-oriented strategies.