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IMCG - ETF AI Analysis
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iShares Morningstar Mid-Cap Growth ETF (IMCG)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong overall momentum.
Low Expense Ratio
With a very low expense ratio, this ETF minimizes costs, allowing investors to keep more of their returns.
Broad Sector Diversification
The fund is spread across multiple sectors, reducing the risk of being overly dependent on any single industry.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, offering limited exposure to international markets.
Mixed Performance in Top Holdings
Some top holdings, like Marvell, have underperformed, which could drag on overall returns.
Small Energy Exposure
The fund has minimal exposure to the energy sector, which may limit its ability to benefit from growth in this area.
IMCG vs. SPDR S&P 500 ETF (SPY)
AUM3.23B
RegionNorth America
Expense Ratio0.06%
Beta1.01
IssueriShares
Inception DateJun 28, 2004
Dividend Yield0.75%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Broad Growth PR USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume124,490
30 Day Avg. Volume119,019
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
95.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering269
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IMCG Summary
The iShares Morningstar Mid-Cap Growth ETF (IMCG) focuses on mid-sized companies in the U.S. that are growing quickly and innovating in their industries. These companies typically fall between small startups and large corporations, offering a balance of growth potential and stability. Some well-known companies in this ETF include Roblox and Snowflake, which are leaders in gaming and cloud technology. Investors might consider IMCG to diversify their portfolios and tap into the growth of mid-cap businesses. However, since it emphasizes growth stocks, the ETF’s value can fluctuate with market conditions, especially during economic downturns.
How much will it cost me?The iShares Morningstar Mid-Cap Growth ETF (IMCG) has an expense ratio of 0.06%, meaning you’ll pay $0.60 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 requires less management effort and costs.
What would affect this ETF?The iShares Morningstar Mid-Cap Growth ETF (IMCG) could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact growth-oriented mid-cap companies. Regulatory changes or sector-specific disruptions, particularly in industries like financials or consumer cyclical, may also affect its performance.
IMCG Top 10 Holdings
The iShares Morningstar Mid-Cap Growth ETF (IMCG) leans heavily into technology and industrials, which together make up nearly half of its portfolio. Marvell is rising on AI-driven optimism, while Snowflake is lagging due to profitability concerns despite its strategic advancements. Carvana has been a standout performer, riding bullish momentum, but its high valuation raises questions about sustainability. Meanwhile, Royal Caribbean’s mixed results reflect strong demand but ongoing leverage challenges. With a U.S.-focused lineup, this fund offers a growth-driven mix, though its reliance on tech and industrial names could amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Howmet Aerospace | 1.33% | $42.96M | $90.17B | 78.98% | 67 Neutral | |
| Transdigm Group | 1.18% | $38.15M | $80.73B | 8.21% | 69 Neutral | |
| Aon | 1.12% | $36.40M | $74.12B | -6.09% | 66 Neutral | |
| Corning | 1.08% | $34.94M | $80.15B | 89.00% | 74 Outperform | |
| Ecolab | 1.07% | $34.66M | $78.66B | 16.70% | 66 Neutral | |
| Johnson Controls | 1.07% | $34.49M | $69.03B | 41.25% | 70 Outperform | |
| Royal Caribbean | 1.06% | $34.33M | $75.84B | 14.14% | 67 Neutral | |
| Marvell | 1.05% | $34.08M | $68.17B | -35.51% | 76 Outperform | |
| Quanta Services | 1.05% | $33.86M | $66.75B | 32.65% | 78 Outperform | |
| Cintas | 1.03% | $33.31M | $78.21B | -1.25% | 79 Outperform |
IMCG Technical Analysis
Positive
―
Price Trends
80.84
Positive
81.46
Positive
79.02
Positive
Market Momentum
0.68
Negative
62.71
Neutral
85.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 81.74, equal to the 50-day MA of 80.84, and equal to the 200-day MA of 79.02, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 62.71 is Neutral, neither overbought nor oversold. The STOCH value of 85.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMCG.
IMCG Peer Comparison
Comparison Results
Performance Comparison
IMCG
iShares Morningstar Mid-Cap Growth ETF
83.47
4.72
5.99%
IJK
iShares S&P Mid-Cap 400 Growth ETF
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IJJ
iShares S&P Mid-Cap 400 Value ETF
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XMHQ
Invesco S&P MidCap Quality ETF
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MDYG
SPDR S&P 400 Mid Cap Growth ETF
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IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
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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.
Disclaimer
This 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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