iShares Morningstar Mid-Cap Value ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares Morningstar Mid-Cap Value ETF IMCV
Morningstar’s Analysis IMCV
Will IMCV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IMCV 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 IMCV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Newmont Corp | 1.47 | 15M | Basic Materials |
PNC Financial Services Group Inc | 1.25 | 13M | Financial Services |
Elevance Health Inc | 1.25 | 13M | Healthcare |
CSX Corp | 1.18 | 12M | Industrials |
Williams Companies Inc | 1.18 | 12M | Energy |
U.S. Bancorp | 1.17 | 12M | Financial Services |
SLB Ltd | 1.10 | 12M | Energy |
Mondelez International Inc Class A | 1.09 | 11M | Consumer Defensive |
United Parcel Service Inc Class B | 1.08 | 11M | Industrials |
Valero Energy Corp | 1.05 | 11M | Energy |
United States