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- Upturn Summary
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Upturn AI Summary
iShares Morningstar Mid-Cap Value ETF(IMCV)
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 IMCV
10/28/2026: IMCV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IMCV offers diversified exposure to U.S. mid-cap value stocks by tracking a Morningstar index, providing investors with a research-backed, cost-effective tool for factor-based investing. Its primary strengths include its competitive expense ratio and the professional indexing process by a reputable issuer. It serves as an effective building block for investors seeking to capture the 'value' premium within the mid-cap space. Primary risks include mid-cap volatility and the inherent cyclicality of value strategies. It is best suited for long-term investors who can tolerate mid-cap fluctuations while seeking potential long-term appreciation through valuation-focused stock selection.
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 | Weak fit | This fund is focused on value characteristics rather than the aggressive growth metrics typically sought by growth investors. |
| Momentum investor | Mixed fit | Momentum investors may find limited appeal unless the fund's holdings are currently exhibiting strong price trends during an upturn. |
| Value investor | Strong fit | The fund is specifically designed to provide exposure to companies with attractive valuation metrics, aligning perfectly with a value strategy. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation based on value factors rather than pure income generation. |
| Low-risk investor | Mixed fit | Mid-cap stocks are inherently more volatile than large-cap or defensive assets, making this a moderate-risk proposition. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for mid-cap equity exposure with a distinct value tilt to balance out growth-heavy portfolios.
Suitability
Best suited for long-term investors using a core-and-satellite approach, rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Mid-cap stocks often experience greater price fluctuations compared to large-cap equities. |
| Market risk | Medium / high | The fund is subject to general economic downturns and fluctuations in the U.S. equity market. |
| Concentration | Medium | Exposure is limited to the mid-cap segment, which may underperform during periods favoring other capitalization tiers. |
| Tracking/expense | Low | The fund maintains a low expense ratio and high tracking efficiency relative to its benchmark. |
| Liquidity | Low | The underlying securities are generally liquid, reducing the risk of significant slippage. |
| Business/sector quality | Medium | Value-tilted stocks may include companies in declining industries or those facing structural business headwinds. |
Risk Analysis
Volatility
IMCV exhibits moderate to high volatility, typical of the mid-cap equity asset class.
Market Risk
The fund is subject to systematic risk associated with the U.S. economy and specific performance pressures on mid-sized enterprises.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Mid-Cap Equity | 98 | This exposure provides targeted access to mid-sized U.S. companies that may offer a balance between growth potential and value stability. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is held for liquidity management 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 34.52% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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