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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
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Healthy Asset Base
The ETF manages a large pool of assets, suggesting it has solid investor interest and trading liquidity.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to technology, industrials, consumer, financials, and health care, which helps reduce reliance on any single industry.
Negative Factors
Heavy U.S. Concentration
The portfolio is overwhelmingly invested in U.S. companies, offering very limited geographic diversification outside the United States.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative performance this year, which can drag on overall fund returns even though some others have been strong.
Recent Short-Term Softness
The ETF’s performance has been slightly negative over the last three months, indicating some recent volatility or loss of momentum.
IMCG vs. SPDR S&P 500 ETF (SPY)
AUM3.23B
RegionNorth America
Expense Ratio0.06%
Beta1.00
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. Volume149,117
30 Day Avg. Volume122,912
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
97.43Price 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) tracks the Morningstar US Mid Cap Broad Growth Index, focusing on medium‑sized U.S. companies with strong growth potential. It holds businesses like Aon and Marvell Technology, and spreads investments across many sectors, including technology, industrials, and consumer companies. Someone might invest in IMCG to seek long-term growth while diversifying beyond just large, well-known stocks. A key risk is that growth-focused mid-cap stocks can be more volatile than larger, more established companies, so the value of this ETF can rise and fall significantly with the market.
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
IMCG’s story is driven by a powerful mid-cap growth tilt in U.S. names, with a clear industrial and tech backbone. Aerospace players like TransDigm and Howmet are doing the heavy lifting, rising on solid demand and helping propel the fund. Seagate and Quanta Services add extra spark, with momentum that keeps the growth engine humming. On the flip side, Marvell has been losing steam and Royal Caribbean has been lagging, acting as mild brakes. Overall, the fund leans into U.S. growth themes rather than any single star stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Corning | 1.52% | $49.41M | $111.98B | 150.64% | 74 Outperform | |
| Howmet Aerospace | 1.48% | $48.07M | $101.26B | 78.89% | 67 Neutral | |
| Vertiv Holdings | 1.39% | $45.27M | $93.17B | 125.53% | 77 Outperform | |
| Seagate Tech | 1.32% | $42.96M | $90.71B | 311.79% | 68 Neutral | |
| Johnson Controls | 1.30% | $42.35M | $87.04B | 54.21% | 70 Outperform | |
| Royal Caribbean | 1.23% | $40.01M | $87.58B | 20.76% | 67 Neutral | |
| Ecolab | 1.17% | $38.19M | $86.05B | 13.65% | 66 Neutral | |
| Quanta Services | 1.17% | $38.01M | $78.31B | 77.80% | 78 Outperform | |
| Motorola Solutions | 1.15% | $37.49M | $75.83B | 2.85% | 70 Neutral | |
| Transdigm Group | 1.07% | $34.92M | $73.53B | -2.02% | 69 Neutral |
IMCG Technical Analysis
Positive
―
Price Trends
81.92
Positive
81.61
Positive
80.52
Positive
Market Momentum
0.17
Positive
54.30
Neutral
68.36
Neutral
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 82.66, equal to the 50-day MA of 81.92, and equal to the 200-day MA of 80.52, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 54.30 is Neutral, neither overbought nor oversold. The STOCH value of 68.36 is Neutral, 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
83.22
5.16
6.61%
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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XMMO
Invesco S&P MidCap Momentum 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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