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Upturn AI SWOT - About
iShares Morningstar Mid-Cap ETF (IMCB)
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Upturn Advisory Summary
04/01/2025: IMCB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.75% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 28991 | Beta 1.07 | 52 Weeks Range 67.07 - 81.91 | Updated Date 04/2/2025 |
52 Weeks Range 67.07 - 81.91 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap ETF (IMCB) aims to track the investment results of the Morningstaru00ae US Mid Cap Index, which measures the performance of mid-capitalization stocks in the U.S. equity market, providing investors with diversified exposure to this segment.
Reputation and Reliability
iShares, a division of BlackRock, is one of the largest and most reputable ETF providers globally, known for its comprehensive range of ETFs and efficient fund management.
Management Expertise
BlackRock has extensive experience in managing index-tracking funds, with a strong team of investment professionals dedicated to replicating index performance.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstaru00ae US Mid Cap Index.
Investment Approach and Strategy
Strategy: IMCB employs a passive management strategy, seeking to replicate the performance of the Morningstaru00ae US Mid Cap Index by holding a portfolio of stocks that mirrors the index's composition.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies, reflecting the constituents of the Morningstaru00ae US Mid Cap Index.
Market Position
Market Share: The iShares Morningstar Mid-Cap ETF holds a moderate market share within the mid-cap ETF segment.
Total Net Assets (AUM): 4224000000
Competitors
Key Competitors
- SPDR S&P MidCap ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with several large players. IMCB benefits from the iShares brand but competes with lower-cost and more liquid ETFs like MDY and VO. IMCB's Morningstar index methodology may offer a slightly different risk/return profile compared to S&P or CRSP-based funds.
Financial Performance
Historical Performance: IMCB's historical performance closely tracks the Morningstaru00ae US Mid Cap Index, reflecting the returns of U.S. mid-cap stocks over various time periods.
Benchmark Comparison: The ETF's performance is designed to closely mirror that of the Morningstaru00ae US Mid Cap Index, with minimal tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The iShares Morningstar Mid-Cap ETF exhibits moderate liquidity, characterized by a reasonably active daily trading volume.
Bid-Ask Spread
IMCB typically maintains a tight bid-ask spread, indicating relatively low trading costs for investors.
Market Dynamics
Market Environment Factors
IMCB's performance is influenced by economic growth, interest rates, and investor sentiment towards mid-cap stocks. Sector-specific trends within the mid-cap universe also play a role.
Growth Trajectory
IMCB's growth trajectory is tied to the performance of U.S. mid-cap equities. Changes in the index methodology or investor preferences can impact its relative attractiveness.
Moat and Competitive Advantages
Competitive Edge
IMCB's competitive edge lies in its use of the Morningstaru00ae US Mid Cap Index, which may provide a slightly different risk/return profile compared to broader mid-cap indices. The iShares brand also offers credibility and investor trust. The fund's low expense ratio and close tracking of its benchmark are also advantages. However, MDY and VO have significantly more liquidity and larger AUM.
Risk Analysis
Volatility
IMCB exhibits volatility consistent with mid-cap equities, which are generally more volatile than large-cap stocks but less volatile than small-cap stocks.
Market Risk
IMCB is exposed to market risk, reflecting the potential for losses due to broad market downturns or negative sentiment towards mid-cap stocks. Specific sector concentrations within the index can also introduce additional risks.
Investor Profile
Ideal Investor Profile
IMCB is suitable for investors seeking diversified exposure to the U.S. mid-cap equity market and who understand the associated risks and potential rewards.
Market Risk
IMCB is best suited for long-term investors seeking to track the performance of the mid-cap segment as part of a diversified portfolio. It's designed for passive index followers.
Summary
The iShares Morningstar Mid-Cap ETF offers investors a cost-effective way to access the U.S. mid-cap equity market. Its passive management strategy and focus on tracking the Morningstaru00ae US Mid Cap Index provides transparent exposure. While IMCB is a solid option, investors should compare it to alternatives like MDY and VO in terms of liquidity and AUM. The ETF is suitable for long-term investors seeking diversified exposure to mid-cap stocks.
Similar Companies
IJH
iShares Core S&P Mid-Cap ETF
IJH
iShares Core S&P Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
IWR
iShares Russell Mid-Cap ETF
MDY
SPDR® S&P MIDCAP 400 ETF Trust
MDY
SPDR® S&P MIDCAP 400 ETF Trust
SCHM
Schwab U.S. Mid-Cap ETF
SCHM
Schwab U.S. Mid-Cap ETF
VO
Vanguard Mid-Cap Index Fund ETF Shares
VO
Vanguard Mid-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Mid-Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of U.S. stocks issued by mid-capitalization companies that have exhibited both "growth" and "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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