iShares Morningstar Mid-Cap Growth ETF (IMCG)
ARCA ARCA Primary Summary
IMCG Chart
IMCG: Diversified Growth ETF Outperforming Its Peers
iShares Morningstar Mid-Cap Growth ETF holds 270 mid-cap stocks with superior historical and forecasted growth. IMCG has outperformed the S&P Mid-Cap 400 benchmark and leading mid-cap growth ETFs in total return and risk-adjusted performance. IMCG is a compelling option for growth-oriented investors seeking diversified mid-cap exposure with superior performance and low fees.
IMCG: Long-Term Outperformance, But A Challenging Environment For This Growth Mid-Cap Fund
IMCG offers targeted exposure to mid-cap U.S. growth stocks but faces challenges due to potential economic slowdown and risk-averse sentiment toward growth-oriented companies. The fund's portfolio is overweight in technology and industrials, with a higher valuation than the Russell Midcap index, reflecting its growth orientation. IMCG has shown slight outperformance over the long term, with competitive returns and below-average volatility, but mid-cap growth funds have struggled recently.
IMCG: Growth ETF Without Mega Caps
iShares Morningstar Mid-Cap Growth ETF holds 301 mid-cap stocks selected based on historical and forecasted growth metrics. The portfolio is well-diversified, with a focus on industrials and technology. IMCG has outperformed the mid-cap benchmark since 2004 and six other mid-cap growth ETFs since 2016.
iShares Morningstar Mid-Cap Growth ETF (IMCG) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares Morningstar Mid-Cap Growth ETF ever had a stock split?
iShares Morningstar Mid-Cap Growth ETF Profile
| ARCA Exchange | US Country |
Overview
The investment aims to mirror the performance of the Morningstar® US Mid Cap Broad Growth IndexSM, focusing on mid-capitalization U.S. equities that manifest growth characteristics. By targeting stocks issued by mid-cap companies renowned for their above-average growth attributes as judged by Morningstar, Inc.'s proprietary index methodology, this investment strategy seeks to capitalize on the dynamic potential of these enterprises.
Products and Services
- Investment in Mid-Capitalization U.S. Equities
The investment dedicates at least 90% of its assets to securities that are part of the underlying index, aligning closely with mid-capitalization U.S. companies that demonstrate significant growth features. This focused approach ensures investors are positioned to benefit from the growth trajectories of these select firms.
- Depositary Receipts
Aside from direct securities, the fund invests in depositary receipts representing securities of the underlying index. These instruments provide a flexible and efficient way for the fund to gain exposure to U.S. mid-cap equities, broadening the spectrum of growth opportunities accessible to investors.
Contact Information
