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Upturn AI SWOT - About
iShares Morningstar Mid-Cap ETF (JKG)
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Upturn Advisory Summary
08/13/2025: JKG (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 16.1% | Avg. Invested days 63 | 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 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 64.02 - 82.52 | Updated Date 06/29/2025 |
52 Weeks Range 64.02 - 82.52 | 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. It aims to reflect the performance of these companies, offering diversification across various sectors within the mid-cap segment.
Reputation and Reliability
BlackRock, the issuer, is a global leader in investment management with a strong reputation for its diverse range of investment products and its robust risk management practices.
Management Expertise
BlackRock's management team has extensive experience in managing ETFs and other investment vehicles, leveraging sophisticated investment strategies and research capabilities.
Investment Objective
Goal
The investment objective is to track the investment results of the Morningstar Mid Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Morningstar Mid Cap Index by investing in a representative sample of its component stocks.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies, diversified across various sectors. It typically does not invest in bonds or commodities.
Market Position
Market Share: Estimated to be a relatively small percentage compared to broader market ETFs but significant within the mid-cap focused ETF segment.
Total Net Assets (AUM): 5263000000
Competitors
Key Competitors
- SPDR S&P MIDCAP ETF (MDY)
- Vanguard Mid-Cap ETF (VO)
- Schwab U.S. Mid-Cap ETF (SCHM)
Competitive Landscape
The mid-cap ETF market is competitive, with several large players offering similar products. IMCB benefits from BlackRock's brand recognition, but it faces stiff competition from ETFs with lower expense ratios and higher AUM. IMCB offers a slightly different methodology with the Morningstar index, which could appeal to some investors.
Financial Performance
Historical Performance: Historical performance data is dynamically influenced by market conditions and the performance of underlying assets. Past performance is not indicative of future results.
Benchmark Comparison: The ETF aims to closely track its benchmark, the Morningstar Mid Cap Index. Deviations in performance may occur due to tracking error and expenses.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, allowing for relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards mid-cap stocks influence IMCB's performance. Sector-specific trends within the mid-cap universe can also impact its returns.
Growth Trajectory
IMCB's growth trajectory depends on the overall performance of the U.S. mid-cap market and its ability to attract investor capital. Changes to its underlying index methodology or expense ratio could also affect its growth.
Moat and Competitive Advantages
Competitive Edge
IMCB benefits from the strong brand recognition and distribution network of BlackRock. Its expense ratio is competitive within the segment. The Morningstar index methodology provides a unique approach to mid-cap investing, focusing on fundamentally sound companies. The ETF's liquidity and relatively low tracking error further enhance its appeal to investors.
Risk Analysis
Volatility
The ETF's volatility is generally in line with the mid-cap market, which can be more volatile than large-cap stocks but less volatile than small-cap stocks.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall stock market and the specific risks associated with mid-cap companies, such as lower liquidity and greater sensitivity to economic cycles.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to the U.S. mid-cap market and is comfortable with moderate levels of volatility.
Market Risk
IMCB is suitable for long-term investors seeking to build a diversified portfolio and gain exposure to mid-cap stocks.
Summary
The iShares Morningstar Mid-Cap ETF (IMCB) offers diversified exposure to the U.S. mid-cap market by tracking the Morningstar Mid Cap Index. It is managed by BlackRock, a reputable ETF issuer, and offers a competitive expense ratio. The ETF is suitable for long-term investors seeking to add mid-cap exposure to their portfolio. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- 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 consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 investment seeks to track the investment results of the Morningstar® US Mid Cap IndexSM composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of 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.