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iShares Morningstar Mid-Cap Value ETF IMCV

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IMCV

Will IMCV outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin iShares Morningstar Mid-Cap Value ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings IMCV

  • Current Portfolio Date May 24, 2023
  • Equity Holdings 334
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.20
5,862,025
Healthcare
1.00
4,883,457
Basic Materials
0.99
4,811,609
Utilities

Simon Property Group Inc

0.92
4,509,036
Real Estate
0.92
4,490,171
Consumer Cyclical
0.92
4,480,025
Basic Materials
0.92
4,479,118
Utilities
0.89
4,358,158
Consumer Defensive
0.87
4,232,832
Basic Materials