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- Upturn Summary
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Upturn AI Summary
iShares Morningstar Mid-Cap Growth ETF(IMCG)
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 IMCG
11/06/2026: IMCG (2-star) is currently NOT-A-BUY. Pass it for now.
IMCG provides targeted exposure to U.S. mid-cap companies with growth characteristics, offering an efficient tool for investors looking to capture growth outside the large-cap sector. It is a highly competitive, low-cost ETF issued by BlackRock, ensuring strong liquidity and reliable tracking of its Morningstar benchmark. While it provides excellent potential for capital appreciation, it carries the inherent risks of higher volatility and concentration in growth sectors, which may underperform in value-leaning markets. The fund is best suited for long-term investors seeking to balance their portfolios with mid-cap growth exposure, provided they monitor broad economic and interest-rate conditions that typically influence the growth-style segment.
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 | It provides targeted exposure to companies with strong expansion potential, which is the cornerstone of growth investing. |
| Momentum investor | Strong fit while signal remains positive | Mid-cap growth stocks often exhibit strong relative strength, making them attractive when market momentum is positive. |
| Value investor | Weak fit | The fund focuses on growth metrics, which often results in higher price-to-earnings ratios that value investors typically avoid. |
| Dividend/Income investor | Weak fit | Growth-oriented companies tend to reinvest earnings for expansion rather than paying significant dividends. |
| Low-risk investor | Weak fit | Mid-cap growth stocks carry higher volatility than large-cap or value-oriented equities. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is willing to tolerate the higher volatility associated with mid-cap growth companies.
Suitability
IMCG is best suited for long-term buy-and-hold investors looking to diversify their equity allocation beyond large-cap stocks.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks are inherently more volatile than large-cap stocks during market downturns. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations and systematic risks. |
| Concentration | Medium | While diversified, the fund remains concentrated in the growth style, which can underperform if the market rotates to value. |
| Tracking/expense | Low | The fund maintains a very low expense ratio and manages tracking error efficiently. |
| Liquidity | Low | High trading volume ensures that liquidity risk is minimal for most retail investors. |
| Business/sector quality | Medium | Performance depends on the ability of mid-cap companies to continue expanding their earnings in changing economic conditions. |
Risk Analysis
Volatility
IMCG exhibits volatility consistent with the mid-cap growth segment, typically higher than the S&P 500 but potentially offering higher upside during growth cycles.
Market Risk
The fund is subject to general equity market risk, specifically risks related to the mid-cap segment which can be sensitive to economic shifts and credit conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equities | 99.5 | The fund provides broad exposure to mid-sized U.S. companies that are identified as having strong growth potential. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small cash buffer is maintained for liquidity and to manage daily fund flows. |
Analysis of Past Performance
Type ETF | Historic Profit 25.14% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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