(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, as defined by Morningstars proprietary methodology. By investing at least 80% of its assets in the underlying indexs component securities or economically identical investments, the fund aims to provide investors with exposure to this specific segment of the market.

The ETFs underlying index is constructed using Morningstars rigorous methodology, which identifies small-cap stocks with above-average value characteristics. This approach typically results in a portfolio that is tilted towards companies with lower valuations, potentially offering a value premium to investors. Given the current market conditions and the funds investment strategy, it is likely that ISCV will continue to attract investors seeking value opportunities in the small-cap space.

Analyzing the , we observe that the funds last price is $58.66, which is above its 20-day and 50-day simple moving averages (SMA20 and SMA50) of $56.19 and $57.74, respectively. However, it remains below its 200-day simple moving average (SMA200) of $61.86, indicating a potential longer-term downtrend. The Average True Range (ATR) is $1.71, representing a 2.92% daily price movement, which suggests moderate volatility. Considering these technical indicators, a potential trading opportunity may arise if the price breaks above its SMA200 or exhibits a sustained upward trend.

Combining the and , we can forecast that ISCV may experience increased demand if the value premium persists and small-cap stocks continue to attract investors. With an AUM of $417.85M USD, the fund has a relatively stable asset base. If the price breaks above its SMA200 and maintains an upward trajectory, we can expect the funds AUM to grow, potentially leading to a further increase in the stock price. Our forecast suggests that ISCV may reach $65.00 within the next 6-12 months, representing a potential upside of around 11% from its current price.