iShares Morningstar Small-Cap Growth ETF Price & Performance (ISCG)

Jones Financial Companies Lllp has recently increased its position in iShares Morningstar Mid-Cap ETF by acquiring additional shares. This move highlights the firm's confidence in mid-cap stocks, a segment showing resilience despite market volatility. The fund tracks a diversified index of mid-cap U.S. equities, blending growth and value characteristics.12

Mid-cap growth funds are outperforming other equity categories this year, with average returns of 6.5% year-to-date. These funds have shown strong long-term performance as well, driven by investments in sectors like technology and consumer cyclicals. Analysts attribute their success to consistent stock-picking strategies and sector-focused approaches.34

Growth-focused ETFs, including small- and mid-cap funds, have faced steep declines in recent months. The Morningstar US Growth Index has dropped over 15% since December 2024. Investors remain cautious as economic uncertainty and trade tensions weigh on growth-focused equities, marking a sharp reversal from their prior strong performance.45