IMCB - ETF AI Analysis
Top Page
iShares Morningstar Mid-Cap ETF (IMCB)
Rating:70Neutral
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, technology, financials, and health care, which helps reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions, such as Newmont Mining, Freeport-McMoRan, Western Digital, and Emerson Electric, have shown strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
Heavy U.S. Concentration
The ETF is invested almost entirely in U.S. companies, offering very limited geographic diversification outside the United States.
Exposure to a Weak Top Holding
One of the top positions, CRH plc, has shown weak year-to-date performance, which slightly drags on the fund’s otherwise strong group of leading holdings.
Cyclical Sector Sensitivity
Significant exposure to economically sensitive areas like industrials, financials, and consumer cyclical stocks means the fund may be more affected during economic slowdowns.
IMCB vs. SPDR S&P 500 ETF (SPY)
AUM1.52B
RegionNorth America
Expense Ratio0.04%
Beta0.86
IssueriShares
Inception DateJun 28, 2004
Dividend Yield0.67%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume63,102
30 Day Avg. Volume46,381
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
99.75Price 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 industrials, technology, and financials, with holdings like Newmont Mining and PNC Financial. Investors might consider IMCB to seek long-term growth while staying more diversified than picking individual mid-size stocks. A key risk is that mid-cap stocks can be more volatile than large, well-known companies, so the value of this ETF 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 leans into U.S. mid-cap growth stories, with a noticeable tilt toward tech and industrial names. Western Digital, Vertiv, Seagate, and even SanDisk are doing the heavy lifting, riding strong demand for data, AI, and digital infrastructure. Quanta Services adds steady support from the industrial side, benefiting from infrastructure and energy projects. On the flip side, Newmont Mining has been losing altitude and U.S. Bancorp is lagging, acting as mild brakes on performance. Overall, the fund is diversified but with a clear tech-and-industry heartbeat, all rooted in the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Corning | 0.91% | $13.74M | $144.55B | 307.63% | 74 Outperform | |
| SanDisk Corp | 0.89% | $13.49M | $131.62B | 2684.01% | 55 Neutral | |
| Western Digital | 0.88% | $13.36M | $123.75B | 924.70% | 77 Outperform | |
| Newmont Mining | 0.88% | $13.33M | $122.08B | 102.04% | 81 Outperform | |
| Marvell | 0.84% | $12.71M | $117.70B | 159.20% | 76 Outperform | |
| Seagate Tech | 0.83% | $12.59M | $113.31B | 613.54% | 68 Neutral | |
| Vertiv Holdings | 0.81% | $12.23M | $115.22B | 320.32% | 77 Outperform | |
| Freeport-McMoRan | 0.71% | $10.70M | $98.74B | 106.18% | 67 Neutral | |
| Howmet Aerospace | 0.71% | $10.69M | $101.85B | 104.99% | 67 Neutral | |
| Bank of New York Mellon | 0.65% | $9.82M | $90.64B | 74.25% | 75 Outperform |
IMCB Technical Analysis
Positive
―
Price Trends
85.69
Positive
84.63
Positive
82.88
Positive
Market Momentum
0.71
Negative
63.96
Neutral
97.87
Negative
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 84.61, equal to the 50-day MA of 85.69, and equal to the 200-day MA of 82.88, indicating a bullish trend. The MACD of 0.71 indicates Negative momentum. The RSI at 63.96 is Neutral, neither overbought nor oversold. The STOCH value of 97.87 is Negative, 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
87.97
18.85
27.27%
XMMO
Invesco S&P MidCap Momentum ETF
―
―
―
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
―
―
―
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: ―
Table of Contents