IMCG - ETF AI Analysis
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iShares Morningstar Mid-Cap Growth ETF (IMCG)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating solid recent momentum.
Leading Growth Stocks in Top Holdings
Several of the largest positions, especially in technology and related industries, have delivered strong year-to-date performance, helping drive the fund’s returns.
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 ETF’s assets are invested in U.S. companies, offering very limited international diversification.
Sector Concentration in Technology and Industrials
A large share of the portfolio is in technology and industrials, which can increase risk if these sectors face a downturn.
Mid-Cap Growth Volatility
Because the fund focuses on mid-sized growth companies, its share price may be more sensitive to market swings than funds holding larger, more established firms.
IMCG vs. SPDR S&P 500 ETF (SPY)
AUM3.73B
RegionNorth America
Expense Ratio0.06%
Beta1.01
IssueriShares
Inception DateJun 28, 2004
Dividend Yield0.67%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Broad Growth PR USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume74,438
30 Day Avg. Volume128,979
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
107.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering268
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 that are growing quickly. It holds a mix of businesses across many sectors, with a big tilt toward technology and industrials. Well-known names in the fund include Marvell and Western Digital. Someone might invest in IMCG to seek long-term growth while spreading money across many mid-sized companies instead of picking individual stocks. A key risk is that growth-focused mid-cap stocks can be more volatile and may rise or fall faster than the overall 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 all about U.S. mid-cap growth names riding the tech and industrial waves. Chip and storage players like SanDisk, Seagate, Marvell, and Western Digital are doing much of the heavy lifting, helped by rising demand tied to AI and data centers. Vertiv and Quanta add an industrial backbone that’s been steadily supporting returns rather than stealing the spotlight. Johnson Controls, by contrast, looks a bit sluggish, hinting that not every industrial name is firing on all cylinders, but overall the fund leans firmly into tech-driven, North American growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 2.84% | $102.44M | $251.01B | 4397.16% | 55 Neutral | |
| Seagate Tech | 2.54% | $91.47M | $197.28B | 645.97% | 68 Neutral | |
| Corning | 2.10% | $75.54M | $155.91B | 265.32% | 74 Outperform | |
| Marvell | 2.01% | $72.46M | $179.33B | 240.59% | 76 Outperform | |
| Vertiv Holdings | 1.93% | $69.57M | $121.27B | 192.51% | 77 Outperform | |
| Quanta Services | 1.58% | $57.07M | $106.80B | 107.77% | 78 Outperform | |
| Howmet Aerospace | 1.47% | $52.94M | $103.33B | 52.01% | 67 Neutral | |
| Western Digital | 1.45% | $52.35M | $183.10B | 930.48% | 77 Outperform | |
| Johnson Controls | 1.21% | $43.60M | $81.79B | 32.25% | 70 Outperform | |
| Ciena | 1.14% | $41.25M | $82.04B | 624.74% | 70 Outperform |
IMCG Technical Analysis
Positive
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Price Trends
85.98
Positive
84.19
Positive
82.67
Positive
Market Momentum
1.71
Negative
69.58
Neutral
92.20
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 90.37, equal to the 50-day MA of 85.98, and equal to the 200-day MA of 82.67, indicating a bullish trend. The MACD of 1.71 indicates Negative momentum. The RSI at 69.58 is Neutral, neither overbought nor oversold. The STOCH value of 92.20 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
93.52
16.77
21.85%
IJJ
iShares S&P Mid-Cap 400 Value ETF
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XMMO
Invesco S&P MidCap Momentum ETF
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FMDE
Fidelity Enhanced Mid Cap 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.
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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