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Upturn AI SWOT - About
iShares Morningstar Mid-Cap Value ETF (IMCV)
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Upturn Advisory Summary
08/14/2025: IMCV (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 13.45% | Avg. Invested days 50 | 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 1.02 | 52 Weeks Range 63.64 - 79.83 | Updated Date 06/29/2025 |
52 Weeks Range 63.64 - 79.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Mid-Cap Value ETF
ETF Overview
Overview
The iShares Morningstar Mid-Cap Value ETF (IWS) seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. It focuses on value stocks within the mid-cap space, providing exposure to companies potentially undervalued by the market.
Reputation and Reliability
iShares is a well-established and reputable ETF issuer with a long track record of providing diverse investment products.
Management Expertise
BlackRock, the parent company of iShares, possesses extensive experience and expertise in investment management, making them a reliable ETF provider.
Investment Objective
Goal
To track the investment results of the Morningstar Mid Cap Value Index, composed of U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: IWS aims to replicate the performance of the Morningstar Mid Cap Value Index by holding stocks in similar proportions.
Composition The ETF primarily holds stocks of mid-capitalization companies identified as value stocks based on Morningstar's proprietary methodology.
Market Position
Market Share: IWS holds a significant market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 1430000000
Competitors
Key Competitors
- VTV
- VOE
- IJJ
- RFV
Competitive Landscape
The mid-cap value ETF market is competitive, with several established players. IWS benefits from the iShares brand but faces competition from lower-cost alternatives and broader value ETFs. Advantages include a well-defined value strategy, while disadvantages might include a higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance can be analyzed via resources, but past performance does not guarantee future results.
Benchmark Comparison: The ETF's performance should be compared against the Morningstar Mid Cap Value Index for evaluation of the effectiveness of the portfolio management.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
IWS exhibits moderate liquidity, suitable for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth can impact the performance of mid-cap value stocks and, subsequently, IWS.
Growth Trajectory
IWS's growth trajectory depends on the overall performance of the mid-cap value segment and the ETF's ability to track its benchmark effectively.
Moat and Competitive Advantages
Competitive Edge
IWS benefits from the strong iShares brand and the well-defined Morningstar Mid Cap Value Index. The ETF provides targeted exposure to mid-cap value stocks, potentially offering diversification benefits. Its rigorous adherence to the Morningstar methodology helps ensure consistent value exposure. The ETF's established track record can attract investors seeking proven value strategies.
Risk Analysis
Volatility
Mid-cap stocks can exhibit higher volatility compared to large-cap stocks.
Market Risk
IWS is subject to market risk, as the value of its holdings can fluctuate based on broader market conditions and economic factors.
Investor Profile
Ideal Investor Profile
IWS is suitable for investors seeking targeted exposure to mid-cap value stocks as part of a diversified portfolio.
Market Risk
IWS is best suited for long-term investors seeking value-oriented exposure, particularly those comfortable with mid-cap volatility.
Summary
IWS is an iShares ETF designed to track the Morningstar Mid Cap Value Index. It provides exposure to mid-capitalization U.S. equities exhibiting value characteristics. With a moderate expense ratio, the fund offers a targeted approach to value investing within the mid-cap market segment. Ideal investors are those seeking long-term capital appreciation through value stocks and are comfortable with the potential risks and volatility of mid-cap companies. The fund benefits from the iShares brand but must compete with other lower cost value ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares official website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Value ETF
Exchange NASDAQ | 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 "value" characteristics as determined by Morningstar, Inc."s 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.