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Upturn AI SWOT - About
iShares Morningstar Mid-Cap ETF (IMCB)
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Upturn Advisory Summary
10/24/2025: IMCB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 18.48% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 63.81 - 81.63 | Updated Date 06/29/2025 |
52 Weeks Range 63.81 - 81.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap ETF (IMCB) seeks to track the investment results of an index composed of mid-capitalization U.S. equities. It offers exposure to a diversified portfolio of mid-sized companies, offering a balance between growth potential and stability.
Reputation and Reliability
iShares, a division of BlackRock, is a well-established and reputable ETF issuer with a long track record of providing reliable investment products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a team of seasoned professionals dedicated to portfolio management and research.
Investment Objective
Goal
To track the investment results of an index composed of mid-capitalization U.S. equities.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of the Morningstar Mid Cap Index.
Composition The ETF primarily holds stocks of mid-sized U.S. companies across various sectors.
Market Position
Market Share: IMCB has a moderate market share within the broader mid-cap ETF segment.
Total Net Assets (AUM): 646400000
Competitors
Key Competitors
- IJH
- VO
- MDY
Competitive Landscape
The mid-cap ETF market is competitive, with several established players. IMCB's advantage lies in its tracking of the Morningstar Mid Cap Index and iShares' reputation. However, it may face competition from lower-cost alternatives or ETFs with higher AUM.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers for accurate figures over various timeframes.
Benchmark Comparison: Performance should be compared against the Morningstar Mid Cap Index to assess tracking effectiveness. Data needs to be sourced from financial data providers.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
IMCB's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares under normal market conditions.
Bid-Ask Spread
The bid-ask spread for IMCB is typically tight, representing a relatively low cost for trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends can influence the performance of mid-cap stocks held by IMCB.
Growth Trajectory
IMCB's growth is tied to the performance of the underlying mid-cap market and any changes to its index tracking methodology.
Moat and Competitive Advantages
Competitive Edge
IMCB benefits from iShares' brand recognition and established ETF platform. Its strategy focuses on tracking the Morningstar Mid Cap Index, offering investors exposure to a specific segment of the market. The ETF's low expense ratio relative to actively managed funds adds to its appeal. Diversification across a broad range of mid-cap companies further mitigates risk, and the ETF's liquidity facilitates easy trading for investors. BlackRock's marketing might is a plus.
Risk Analysis
Volatility
IMCB's volatility is generally correlated to the mid-cap market, which can be more volatile than large-cap stocks but potentially less volatile than small-cap stocks.
Market Risk
IMCB is subject to market risk, reflecting the potential for losses due to broader market downturns or sector-specific challenges affecting its holdings.
Investor Profile
Ideal Investor Profile
IMCB is suitable for investors seeking exposure to mid-cap U.S. equities for diversification and growth potential. It appeals to investors who want to balance risk and return in their portfolios.
Market Risk
IMCB is well-suited for long-term investors seeking passive exposure to the mid-cap market.
Summary
The iShares Morningstar Mid-Cap ETF (IMCB) offers a cost-effective way to gain exposure to a diversified portfolio of mid-sized U.S. companies. It tracks the Morningstar Mid Cap Index, providing investors with a passive investment strategy. With a reasonable expense ratio and moderate liquidity, IMCB is an attractive option for long-term investors seeking to enhance their portfolio's growth potential while maintaining a balance between risk and return. However, investors should carefully consider the ETF's risk factors and compare it to other mid-cap ETF alternatives before making an investment decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
- etf.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data can be dynamic and change depending on market movements.
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.
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.