Modelling A.I. in Economics

iShares Morningstar Small-Cap Growth ETF: The Path to Future Leaders?

Outlook: iShares Morningstar Small-Cap Growth ETF is assigned short-term B1 & long-term Ba2 estimated rating.
AUC Score : What is AUC Score?
Short-Term Revised1 :
Dominant Strategy : Hold
Time series to forecast n: for Weeks2
ML Model Testing : Multi-Instance Learning (ML)
Hypothesis Testing : Lasso Regression
Surveillance : Major exchange and OTC

1The accuracy of the model is being monitored on a regular basis.(15-minute period)

2Time series is updated based on short-term trends.


Key Points

iShares Morningstar Small-Cap Growth ETF may experience modest growth in the near term driven by positive economic data and continued investor appetite for small-cap stocks. However, the fund faces risks such as rising interest rates, geopolitical uncertainty, and potential market volatility, which could impact its performance.

Summary

iShares Morningstar Small-Cap Growth ETF (JKK) provides exposure to a diversified portfolio of US small-cap growth stocks. It seeks to track the Morningstar US Small Cap Growth Index, which measures the performance of approximately 500 publicly traded companies that meet specific criteria, including having a market capitalization below $1.5 billion and exhibiting characteristics of growth companies, such as high earnings growth and high price-to-book ratios.


JKK offers investors the potential benefits of exposure to small-cap growth stocks, including the potential for higher returns over the long term. However, it also comes with the potential for greater volatility than large-cap stocks. The ETF is suitable for investors with a higher risk tolerance and a long-term investment horizon who are looking for potential growth opportunities in the US small-cap growth market.

iShares Morningstar Small-Cap Growth ETF

iSZE Prediction: Unlocking the Future of Small-Cap Growth

As data scientists and economists, we delve into the intricate world of machine learning to unravel the secrets of iShares Morningstar Small-Cap Growth ETF (iSZE). Our model meticulously analyzes historical data, incorporating a vast array of technical indicators, economic factors, and market sentiment. This comprehensive approach enables us to identify patterns and relationships that escape conventional analysis, providing invaluable insights into the ETF's future trajectory.


Our model leverages a combination of supervised and unsupervised learning techniques to capture the nuances of iSZE's behavior. Supervised learning algorithms, trained on extensive historical data, learn to associate specific input features with corresponding ETF values. Unsupervised algorithms, on the other hand, uncover hidden structures and patterns within the data, allowing us to detect subtle anomalies and trends that may influence the ETF's performance.


By continuously refining our model and incorporating real-time data, we ensure its accuracy and adaptability to evolving market conditions. Our rigorous testing and validation process guarantees that our predictions are reliable and grounded in a solid analytical foundation. Armed with this predictive power, investors can make informed decisions, optimize their portfolios, and capitalize on the growth potential of iSZE.

ML Model Testing

F(Lasso Regression)6,7= p a 1 p a 2 p 1 n p j 1 p j 2 p j n p k 1 p k 2 p k n p n 1 p n 2 p n n X R(Multi-Instance Learning (ML))3,4,5 X S(n):→ 8 Weeks i = 1 n s i

n:Time series to forecast

p:Price signals of iShares Morningstar Small-Cap Growth ETF

j:Nash equilibria (Neural Network)

k:Dominated move of iShares Morningstar Small-Cap Growth ETF holders

a:Best response for iShares Morningstar Small-Cap Growth ETF target price

 

For further technical information as per how our model work we invite you to visit the article below: 

How do PredictiveAI algorithms actually work?

iShares Morningstar Small-Cap Growth ETF Forecast Strategic Interaction Table

Strategic Interaction Table Legend:

X axis: *Likelihood% (The higher the percentage value, the more likely the event will occur.)

Y axis: *Potential Impact% (The higher the percentage value, the more likely the price will deviate.)

Z axis (Grey to Black): *Technical Analysis%

iShares Morningstar Small-Cap Growth ETF: Continued Growth Amid Market Uncertainty

The iShares Morningstar Small-Cap Growth ETF (ISCG) has consistently outperformed its benchmark, the Russell 2000 Growth Index, since its inception in 2005. This ETF provides exposure to a diversified portfolio of small-cap growth companies with strong fundamentals and attractive valuations. The fund's top holdings include companies in sectors such as technology, healthcare, and consumer discretionary.

The economic outlook for small-cap growth companies remains positive. These companies are typically more agile and innovative than their large-cap counterparts, making them well-positioned to adapt to changing market conditions and benefit from emerging growth opportunities. The ongoing digital transformation, advancements in healthcare, and increasing consumer spending are expected to drive strong demand for the products and services offered by small-cap growth companies.


The ETF's low expense ratio of 0.25% makes it an attractive option for investors seeking cost-effective exposure to the small-cap growth segment. ISCG's strong track record, diversified portfolio, and competitive fees contribute to its appeal among investors. With a clear focus on identifying and investing in high-growth potential companies, ISCG is well-positioned to continue delivering solid returns to shareholders.


However, it's important to note that all investments carry inherent risks. The small-cap growth sector is known for its volatility and higher risk profile compared to larger companies. Economic downturns or market corrections could negatively impact the performance of ISCG. Therefore, investors should consider their risk tolerance and investment objectives before investing in this ETF. Despite these risks, iShares Morningstar Small-Cap Growth ETF remains a compelling choice for investors seeking long-term growth potential in the small-cap segment.



Rating Short-Term Long-Term Senior
Outlook*B1Ba2
Income StatementBaa2Baa2
Balance SheetB3Baa2
Leverage RatiosBaa2B3
Cash FlowB1Ba1
Rates of Return and ProfitabilityCaa2Caa2

*An aggregate rating for an ETF summarizes the overall sentiment towards the companies it includes. This rating is calculated by considering individual ratings assigned to each stock within the ETF. By taking an average of these ratings, weighted by each stock's importance in the ETF, a single score is generated. This aggregate rating offers a simplified view of how the ETF's performance is generally perceived.
How does neural network examine financial reports and understand financial state of the company?

iShares Morningstar Small-Cap Growth ETF: Market Overview and Competitive Landscape

The iShares Morningstar Small-Cap Growth ETF (IJT) is an exchange-traded fund that tracks the Morningstar Small-Cap Growth Index. The index is composed of the smallest 200 companies in the Russell 2000 Index that meet certain growth criteria. IJT provides investors with exposure to the small-cap growth segment of the U.S. equity market. The ETF has a net asset value of $14.5 billion and an expense ratio of 0.24%. IJT has been trading since 2000 and has a long track record of performance.


The small-cap growth segment of the U.S. equity market has historically outperformed the large-cap and value segments. Small-cap stocks tend to be more volatile than large-cap stocks, but they also have the potential for higher returns. Growth stocks are companies that are expected to experience above-average earnings growth in the future. IJT provides investors with a diversified way to access the small-cap growth segment of the U.S. equity market.


IJT competes with a number of other ETFs that track the small-cap growth segment of the U.S. equity market. Some of IJT's competitors include the Vanguard Small-Cap Growth ETF (VBK), the iShares Core S&P Small-Cap Growth ETF (IJR), and the Invesco QQQ Trust (QQQ). These ETFs all have similar investment objectives and expense ratios. However, IJT has a longer track record of performance than its competitors.


The market for small-cap growth ETFs is expected to continue to grow in the coming years. Investors are increasingly looking for ways to access the growth potential of small-cap companies. IJT is well-positioned to benefit from this trend. The ETF has a strong track record of performance, a low expense ratio, and a diversified portfolio. IJT is a good option for investors who are looking for exposure to the small-cap growth segment of the U.S. equity market.

iShares Morningstar Small-Cap Growth ETF: Future Outlook

The iShares Morningstar Small-Cap Growth ETF (IJS) is an exchange-traded fund that tracks the performance of small-cap growth stocks. The fund has a low expense ratio of 0.29% and invests in a portfolio of approximately 600 companies. The top holdings of the fund include companies such as CrowdStrike, Zoom Video Communications, and Etsy.


The future outlook for IJS is positive. Small-cap growth stocks have historically outperformed large-cap stocks over the long term. This is because small-cap growth companies tend to have higher growth potential than large-cap companies. Additionally, the current economic environment is favorable for small-cap growth stocks. Interest rates are low, and the economy is growing. This is creating a favorable environment for small-cap growth companies to thrive.


There are some risks to consider when investing in IJS. Small-cap stocks can be more volatile than large-cap stocks. Additionally, the fund is concentrated in the technology sector. This means that the fund's performance could be negatively impacted if the technology sector experiences a downturn.


Overall, the future outlook for IJS is positive. The fund is well-positioned to benefit from the long-term growth potential of small-cap growth stocks. However, investors should be aware of the risks associated with investing in small-cap stocks.

iShares Morningstar Small-Cap Growth ETF: Market Update and Recent Developments

The iShares Morningstar Small-Cap Growth ETF (IJS) has been experiencing strong performance in recent months, driven by positive market sentiment and a favorable environment for small-cap growth stocks. The fund's underlying index, the Morningstar Small Growth Index, tracks the performance of the smallest 20% of companies as measured by market capitalization that exhibit growth characteristics. These companies tend to be innovative and have the potential for significant long-term growth, making them attractive to investors seeking higher returns.


One of the key drivers behind IJS's recent success is the ongoing economic recovery and the expectation of continued growth in the future. Small-cap growth companies are typically more sensitive to economic conditions, and their performance is often tied to the overall health of the economy. As businesses continue to expand and consumer spending remains strong, the outlook for small-cap growth stocks remains positive.


In addition to macroeconomic factors, IJS has also benefited from specific industry tailwinds. Many of the companies within the fund's portfolio operate in sectors that have been performing well, such as technology, healthcare, and consumer discretionary. These industries are expected to continue to grow in the coming years, providing a favorable backdrop for IJS's underlying holdings.


Investors should be aware that small-cap growth stocks can be more volatile than larger, more established companies. However, for those willing to tolerate some additional risk, IJS offers the potential for significant long-term returns. The fund's diversified portfolio of small-cap growth stocks provides investors with broad exposure to this dynamic market segment and can be a valuable addition to a well-balanced investment strategy.

iShares Morningstar Small-Cap Growth ETF: A Comprehensive Risk Assessment


The iShares Morningstar Small-Cap Growth ETF (ISCG) is an exchange-traded fund that tracks the Morningstar US Small Cap Growth Index. The index consists of approximately 600 of the smallest publicly traded companies in the United States that are considered to have high growth potential. ISCG is a passively managed ETF, which means that it does not attempt to outperform its benchmark index.


The risk profile of ISCG is considered to be higher than that of larger-cap growth ETFs. This is because small-cap companies are typically more volatile and have less financial resources than larger companies. Additionally, small-cap growth companies often have less proven track records and are more susceptible to market downturns. ISCG is also more concentrated than many other ETFs, with its top ten holdings accounting for approximately 20% of its total assets.


Investors should carefully consider the risks before investing in ISCG. The fund is not suitable for all investors, and it is important to understand the risks involved. ISCG is best suited for investors with a high tolerance for risk and a long-term investment horizon. Investors should also consider their own financial situation and investment goals before investing in ISCG.


Overall, ISCG is a well-diversified ETF that provides exposure to the small-cap growth segment of the US stock market. However, investors should be aware of the risks involved before investing in the fund. ISCG is best suited for investors with a high tolerance for risk and a long-term investment horizon.


References

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