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Upturn AI SWOT - About
iShares Morningstar Mid-Cap ETF (IMCB)
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Upturn Advisory Summary
08/14/2025: 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 15% | Avg. Invested days 60 | 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 08/14/2025 |
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 the Morningstar Mid Cap Index, providing exposure to U.S. mid-sized companies across various sectors. The ETF aims for diversified mid-cap exposure reflecting the broad U.S. market.
Reputation and Reliability
iShares is a reputable and reliable issuer, known for managing a wide range of ETFs and providing consistent investment solutions.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience in managing investment funds and ETFs, offering expertise across various asset classes.
Investment Objective
Goal
To track the investment results of the Morningstar Mid Cap Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the Morningstar Mid Cap Index, by investing in its constituent stocks.
Composition The ETF primarily holds stocks of mid-sized U.S. companies, diversified across different sectors.
Market Position
Market Share: IMCB has a moderate market share within the mid-cap ETF segment.
Total Net Assets (AUM): 4660000000
Competitors
Key Competitors
- IJH
- VO
- MDY
Competitive Landscape
The mid-cap ETF market is competitive with several large players. IMCB provides exposure to a specific index, offering a diversified option for investors. Larger competitors like IJH and VO have more assets under management, potentially offering greater liquidity and tighter spreads, but IMCB's unique index and expense ratio could be advantageous for some investors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial websites but requires frequent updates.
Benchmark Comparison: The ETF's performance is compared to the Morningstar Mid Cap Index to assess tracking efficiency.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
IMCB's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting decent liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment significantly influence the performance of mid-cap stocks and, consequently, IMCB.
Growth Trajectory
IMCB's growth trajectory depends on the performance of the mid-cap market segment and investor demand for broad mid-cap exposure. There have been no changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
IMCB's advantage lies in its low expense ratio and diversified exposure to the Morningstar Mid Cap Index. It provides a cost-effective way to access the mid-cap market segment. The iShares brand adds credibility. While other ETFs may offer similar exposure, IMCB's specific index and fee structure can appeal to cost-conscious investors seeking broad mid-cap coverage.
Risk Analysis
Volatility
Mid-cap stocks tend to be more volatile than large-cap stocks, resulting in moderate volatility for IMCB.
Market Risk
IMCB is subject to market risk, including fluctuations in stock prices and broader economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to U.S. mid-cap stocks as part of a broader portfolio.
Market Risk
IMCB is suitable for long-term investors and passive index followers seeking mid-cap exposure.
Summary
iShares Morningstar Mid-Cap ETF (IMCB) offers a cost-effective and diversified way to invest in U.S. mid-cap companies. The ETF tracks the Morningstar Mid Cap Index, providing exposure to a broad range of sectors. With a low expense ratio and the backing of iShares, IMCB is a suitable option for long-term investors seeking mid-cap exposure. However, it's important to consider the inherent volatility of mid-cap stocks and the overall market conditions before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and based on publicly available information.
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.