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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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IMCV

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PACCAR Inc

1.14 6.9 Mil
Industrials

American International Group Inc

1.07 6.5 Mil
Financial Services

Moderna Inc

1.07 6.4 Mil
Healthcare

Truist Financial Corp

1.04 6.3 Mil
Financial Services

Capital One Financial Corp

1.03 6.2 Mil
Financial Services

General Motors Co

1.02 6.2 Mil
Consumer Cyclical

Williams Companies Inc

0.99 6.0 Mil
Energy

Ford Motor Co

0.97 5.8 Mil
Consumer Cyclical

Simon Property Group Inc

0.96 5.8 Mil
Real Estate

American Electric Power Co Inc

0.95 5.8 Mil
Utilities