Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Morningstar Mid-Cap ETF(IMCB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IMCB
11/13/2026: IMCB (3-star) is a REGULAR-BUY. BUY for 13 days. Simulated Profits (0.00%). Updated daily EoD!
iShares Morningstar Mid-Cap ETF (IMCB) offers broad, cost-effective exposure to the U.S. mid-cap equity market, tracking the Morningstar US Mid Cap Broad Index. Its primary strengths are its ultra-low expense ratio, solid issuer reputation, and efficient index-tracking. It serves as an excellent core component for investors looking to capture mid-cap growth in a diversified portfolio. However, investors should be aware of inherent market and volatility risks associated with mid-cap stocks. It is most suitable for long-term investors with a moderate-to-high risk tolerance who prioritize low costs.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Mid-cap stocks often provide higher growth potential than large-cap stocks, making them attractive for growth-oriented portfolios. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap indices can exhibit strong momentum trends during periods of market expansion, though entry timing is key. |
| Value investor | Mixed fit | While the fund includes value components, investors seeking deep value may prefer specific factor-based ETFs. |
| Dividend/Income investor | Mixed fit | The fund pays dividends, but its primary focus is capital appreciation rather than high yield. |
| Low-risk investor | Weak fit | Mid-cap stocks are generally more volatile than large-cap or broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation with a moderate-to-high risk tolerance and a multi-year investment horizon.
Suitability
IMCB is well-suited for long-term investors building a core equity portfolio, rather than for active, short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks historically exhibit higher price swings than large-cap equities. |
| Market risk | Medium / high | The fund is fully exposed to systematic risks affecting the U.S. equity markets. |
| Concentration | Low | The fund is well-diversified across hundreds of holdings, reducing single-stock risk. |
| Tracking/expense | Low | The fund's ultra-low expense ratio and efficient index management minimize tracking error. |
| Liquidity | Low | Strong secondary market volume ensures easy entry and exit for investors. |
| Business/sector quality | Medium | Exposure is broad, meaning the fund is subject to the general health of the U.S. corporate sector. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
IMCB exhibits historical volatility consistent with the mid-cap segment, which is typically higher than large-cap indices but lower than small-cap indices.
Market Risk
The fund is inherently exposed to broad U.S. market risk, including economic cycles, regulatory changes, and shifts in investor sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99 | This provides broad diversification across the U.S. mid-cap equity market, capturing growth potential beyond large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small cash holdings are maintained for liquidity and to facilitate daily fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 29.9% | Avg. Invested days 72 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.