iShares Morningstar Mid-Cap ETF (IMCB)
ARCA ARCA Primary Summary
IMCB Chart
Should iShares Morningstar Mid-Cap ETF (IMCB) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the iShares Morningstar Mid-Cap ETF (IMCB), a passively managed exchange traded fund launched on June 28, 2004.
Should iShares Morningstar Mid-Cap ETF (IMCB) Be on Your Investing Radar?
The iShares Morningstar Mid-Cap ETF (IMCB) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Blend segment of the US equity market.
Should iShares Morningstar Mid-Cap ETF (IMCB) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the iShares Morningstar Mid-Cap ETF (IMCB), a passively managed exchange traded fund launched on June 28, 2004.
iShares Morningstar Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,451 | $110,305 | $140,318.95 | $30,013.95 | 27.21% |
 Means Investment Company Means Investment Company Inc. | 432,405 | $31.74M | $41.82M | $10.07M | 31.73% |
 Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 2,389 | $159,550.69 | $231,028.24 | $71,477.55 | 44.8% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 4,520 | $377,104 | $437,106.6 | $60,002.6 | 15.91% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,349 | $333,644.85 | $418,830.44 | $85,185.59 | 25.53% |
iShares Morningstar Mid-Cap ETF (IMCB) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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Has iShares Morningstar Mid-Cap ETF ever had a stock split?
iShares Morningstar Mid-Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is a specific investment vehicle designed to track the performance of U.S. stocks issued by mid-capitalization companies that exhibit both growth and value characteristics. This fund invests a minimum of 80% of its assets in the component securities of its underlying index or in investments that closely match the economic characteristics of these securities. The selection of these securities is based on a proprietary index methodology developed by Morningstar, Inc., a trusted entity in financial analysis and index provision. This strategic approach aims to achieve a balanced investment in mid-cap entities that show potential for growth and offer intrinsic value, making it an appealing option for investors looking to diversify their portfolio with mid-cap stocks. The fund's adherence to an 80% investment threshold in alignment with its underlying index reflects a disciplined investment strategy designed to mirror the performance of carefully selected U.S. mid-cap stocks.
Products and Services
The fund offers a focused investment product characterized by a blend of growth and value investment in mid-cap U.S. stocks, guided by strategic index methodology. Below are the key components of its offering:
- Component Securities Investment: At least 80% of the fund’s assets are invested in component securities of its underlying index, aligning with its objective to track the performance of U.S. mid-cap stocks that exhibit growth and value characteristics. This ensures focused exposure to a segment of the market that is identified for potential returns based on fundamental and strategic analysis.
- Morningstar’s Proprietary Index Methodology: The fund's investment strategy is informed by Morningstar, Inc.'s proprietary index methodology, determining which U.S. mid-cap stocks best represent a combination of growth and value characteristics. This methodology provides a structured approach to selecting stocks that have the potential to achieve the fund’s investment objective, leveraging Morningstar’s extensive analytical resources and experience in market analysis.
