IMCB
iShares Morningstar Mid-Cap ETF
📎 Investment Objective
The iShares Morningstar Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
Overview
ETF tracking iShares Morningstar Mid-Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.
🎯 Investment Strategy
The ETF employs a representative sampling strategy to track the Morningstar Mid Cap Index, which measures the performance of mid-capitalization sector of the U.S. equity market. The fund invests in a representative sample of securities included in the index to seek to achieve its investment objective.
✨ Key Features
- Provides exposure to the mid-cap segment of the U.S. equity market
- Uses a representative sampling strategy to track the Morningstar Mid Cap Index
- Low expense ratio of 0.00%
- Suitable for investors seeking broad mid-cap market exposure
⚠️ Primary Risks
- Market risk: The value of the fund's shares will fluctuate with changes in the value of the securities it holds
- Sector risk: The fund may be susceptible to economic, political, or regulatory occurrences affecting a particular sector
- Mid-cap risk: Stocks of mid-cap companies may be subject to more abrupt or erratic market movements than those of larger, more established companies
- Tracking error risk: The fund may not perfectly track the underlying index
👤 Best For
The iShares Morningstar Mid-Cap ETF may be suitable for investors seeking broad exposure to the mid-capitalization segment of the U.S. equity market as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.