IMCB - ETF AI Analysis
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iShares Morningstar Mid-Cap ETF (IMCB)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Holdings Performing Well
Many of the top stocks in the fund, especially in technology and related areas, have delivered strong returns, helping drive overall results.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very limited international diversification.
Sector Tilts Toward Industrials and Technology
Large weights in industrials and technology mean the fund could be more sensitive if these sectors face a downturn.
Modest Position Sizes in Top Holdings
Each individual top holding makes up only a small slice of the fund, so even strong performers may have a limited impact on overall returns.
IMCB vs. SPDR S&P 500 ETF (SPY)
AUM1.59B
RegionNorth America
Expense Ratio0.04%
Beta0.84
IssueriShares
Inception DateJun 28, 2004
Dividend Yield1.24%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Market
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume29,567
30 Day Avg. Volume45,853
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
106.47Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering401
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IMCB Summary
The iShares Morningstar Mid-Cap ETF (IMCB) tracks the Morningstar US Mid Cap Index, focusing on medium‑sized U.S. companies that are past the start‑up stage but still have room to grow. It spreads your money across many sectors, including technology, industrials, and financials, with well-known names like Marvell and Western Digital among its top holdings. Investors might consider IMCB to seek long-term growth while staying diversified beyond just large, famous companies. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can go up and down with the stock market.
How much will it cost me?The iShares Morningstar Mid-Cap ETF (IMCB) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less to operate than actively managed funds.
What would affect this ETF?The iShares Morningstar Mid-Cap ETF (IMCB) could benefit from economic growth and innovation in sectors like technology and industrials, which are key areas of focus for the fund. However, it may face challenges from rising interest rates, which can negatively impact financial and real estate sectors, or economic slowdowns that could hurt consumer cyclical and discretionary spending. Additionally, regulatory changes or geopolitical tensions affecting U.S.-based companies could influence the ETF's performance.
IMCB Top 10 Holdings
IMCB’s story is all about U.S. mid-cap tech and industrials quietly doing the heavy lifting. Storage names like SanDisk, Seagate, and Western Digital have been rising together, giving the fund a solid tech backbone, while Marvell adds extra spark with its AI and data center momentum. On the industrial side, steady performers like Quanta Services and Howmet help keep returns on track, even as Newmont Mining and Cummins lose a bit of steam. Overall, the ETF leans into North American growth with a clear tilt toward tech-driven mid-caps.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 1.84% | $29.49M | $278.63B | 4559.06% | 55 Neutral | |
| Marvell | 1.62% | $26.01M | $245.57B | 316.28% | 76 Outperform | |
| Seagate Tech | 1.38% | $22.23M | $194.65B | 631.55% | 68 Neutral | |
| Western Digital | 1.26% | $20.30M | $182.44B | 910.64% | 77 Outperform | |
| Corning | 0.90% | $14.42M | $151.95B | 261.29% | 74 Outperform | |
| Dell Technologies | 0.79% | $12.74M | $253.70B | 261.05% | 65 Neutral | |
| Vertiv Holdings | 0.75% | $12.12M | $114.42B | 172.93% | 77 Outperform | |
| Newmont Mining | 0.73% | $11.64M | $104.18B | 73.11% | 81 Outperform | |
| Quanta Services | 0.69% | $11.13M | $102.53B | 97.55% | 78 Outperform | |
| Howmet Aerospace | 0.68% | $10.97M | $105.87B | 54.60% | 67 Neutral |
IMCB Technical Analysis
Positive
―
Price Trends
90.51
Positive
87.89
Positive
85.02
Positive
Market Momentum
1.19
Negative
66.78
Neutral
75.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMCB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 92.82, equal to the 50-day MA of 90.51, and equal to the 200-day MA of 85.02, indicating a bullish trend. The MACD of 1.19 indicates Negative momentum. The RSI at 66.78 is Neutral, neither overbought nor oversold. The STOCH value of 75.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMCB.
IMCB Peer Comparison
Comparison Results
Performance Comparison
IMCB
iShares Morningstar Mid-Cap ETF
95.87
19.23
25.09%
XMMO
Invesco S&P MidCap Momentum ETF
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FMDE
Fidelity Enhanced Mid Cap ETF
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JHMM
John Hancock Multifactor Mid Cap ETF
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XMHQ
Invesco S&P MidCap Quality ETF
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DON
WisdomTree U.S. MidCap Dividend Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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