iShares Morningstar Mid-Cap Growth ETFiShares Morningstar Mid-Cap Growth ETFiShares Morningstar Mid-Cap Growth ETF

iShares Morningstar Mid-Cap Growth ETF

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Key stats


Assets under management (AUM)
‪2.54 B‬USD
Fund flows (1Y)
‪423.31 M‬USD
Dividend yield (indicated)
0.84%
Discount/Premium to NAV
0.06%
Shares outstanding
‪34.90 M‬
Expense ratio
0.06%

About iShares Morningstar Mid-Cap Growth ETF


Brand
iShares
Home page
Inception date
Jun 28, 2004
Structure
Open-Ended Fund
Index tracked
Morningstar US Mid Cap Broad Growth PR USD
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IMCG is a passively-managed fund that offers a growth-focused portfolio of US mid-cap stocks. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology defines the selected growth stocks as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Growth Index under the ticker JKH.

Classification


Asset Class
Equity
Category
Size and style
Focus
Mid cap
Niche
Growth
Strategy
Growth
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Fundamental
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Stock breakdown by region
97%2%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

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