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Morningstar

iShares Morningstar Mid-Cap Growth ETF IMCG

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IMCG

Will IMCG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMCG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMCG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IMCG’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Morningstar Mid-Cap Growth ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMCG

More IMCG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

1.35 26.1 Mil
Technology

Trane Technologies PLC Class A

1.35 26.1 Mil
Industrials

TransDigm Group Inc

1.31 25.4 Mil
Industrials

Constellation Energy Corp

1.14 22.1 Mil
Utilities

Marvell Technology Inc

1.08 20.8 Mil
Technology

Edwards Lifesciences Corp

1.07 20.6 Mil
Healthcare

Workday Inc Class A

1.07 20.6 Mil
Technology

DexCom Inc

1.05 20.3 Mil
Healthcare

Hilton Worldwide Holdings Inc

0.97 18.7 Mil
Consumer Cyclical

Autodesk Inc

0.92 17.8 Mil
Technology