IMCG
iShares Morningstar Mid-Cap Growth ETF
📎 Investment Objective
The iShares Morningstar Mid-Cap Growth ETF seeks to track the investment results of an index composed of mid-capitalization U.S. growth stocks.
Overview
ETF tracking iShares Morningstar Mid-Cap Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Morningstar Mid-Cap Growth ETF seeks to track the investment results of an index composed of mid-capitalization U.S. growth stocks.
🎯 Investment Strategy
The ETF employs a passive management strategy, attempting to replicate the performance of the Morningstar Mid Cap Growth Index. It invests primarily in mid-cap U.S. companies that exhibit above-average growth characteristics as determined by Morningstar's proprietary index methodology.
✨ Key Features
- Provides exposure to a diversified portfolio of mid-cap U.S. growth stocks
- Passively managed to track the Morningstar Mid Cap Growth Index
- Low expense ratio of 0.00%
- Suitable for investors seeking mid-cap growth exposure as part of a broader portfolio
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Concentration risk: The ETF's performance is tied to the mid-cap growth segment of the U.S. equity market
- Style risk: The ETF's focus on growth stocks may underperform value or other investment styles at times
- Liquidity risk: Mid-cap stocks may have lower trading volumes, which can impact the ETF's ability to buy or sell positions
👤 Best For
This ETF may be suitable for investors seeking exposure to mid-cap U.S. growth stocks as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon and a moderate to high-risk tolerance.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MARKETS INC CLASS A | 1.55% | Financials |
| 2 | SNOW | SNOWFLAKE INC | 1.45% | Information Technology |
| 3 | HWM | HOWMET AEROSPACE INC | 1.36% | Industrials |
| 4 | MRVL | MARVELL TECHNOLOGY INC | 1.31% | Information Technology |
| 5 | COR | CENCORA INC | 1.16% | Health Care |
| 6 | NET | CLOUDFLARE INC CLASS A | 1.13% | Information Technology |
| 7 | RCL | ROYAL CARIBBEAN GROUP LTD | 1.12% | Consumer Discretionary |
| 8 | AZO | AUTOZONE INC | 1.11% | Consumer Discretionary |
| 9 | ADSK | AUTODESK INC | 1.10% | Information Technology |
| 10 | RBLX | ROBLOX CORP CLASS A | 1.09% | Communication |
| 11 | PWR | QUANTA SERVICES INC | 1.08% | Industrials |
| 12 | VRT | VERTIV HOLDINGS CLASS A | 1.07% | Industrials |
| 13 | HLT | HILTON WORLDWIDE HOLDINGS INC | 1.04% | Consumer Discretionary |
| 14 | COIN | COINBASE GLOBAL INC CLASS A | 1.03% | Financials |
| 15 | VST | VISTRA CORP | 1.01% | Utilities |