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IMCB - AI Analysis
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iShares Morningstar Mid-Cap ETF (IMCB)
Rating:70Neutral
Price Target:
$91.00
Positive Factors
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective for investors compared to similar funds.
Strong Year-to-Date Performance
The fund has delivered solid returns so far this year, indicating strong overall momentum.
Broad Sector Diversification
The ETF is spread across multiple sectors, reducing the impact of poor performance in any single industry.
Negative Factors
High U.S. Concentration
Nearly all of the fund’s geographic exposure is in the U.S., limiting diversification across global markets.
Underperforming Holdings
Some top holdings, such as Marvell, have shown weak performance, which could drag on overall returns.
Limited Weight in Top Holdings
The largest positions make up only a small percentage of the portfolio, potentially diluting the impact of strong-performing stocks.
IMCB vs. SPDR S&P 500 ETF (SPY)
AUM1.32B
RegionNorth America
Expense Ratio0.04%
Beta0.90
IssueriShares
Inception DateJun 28, 2004
Dividend Yield1.37%
Asset ClassEquity
Index TrackedMorningstar US Mid Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume203,616
30 Day Avg. Volume52,616
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
95.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering409
IMCB Summary
The iShares Morningstar Mid-Cap ETF (IMCB) is an investment fund that focuses on mid-sized companies in the U.S., following the Morningstar US Mid Cap Index. Mid-cap companies are typically in a growth phase but are more stable than smaller firms. This ETF includes well-known names like Capital One Financial and Newmont Mining, offering exposure to industries such as technology, industrials, and financials. Investors might consider IMCB for diversification and the potential for steady growth. However, new investors should be aware that mid-cap stocks can be more volatile than large-cap stocks, meaning their value can rise and fall with market conditions.
How much will it cost me?The iShares Morningstar Mid-Cap ETF (IMCB) has an expense ratio of 0.04%, meaning you’ll pay $0.40 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less to operate than actively managed funds.
What would affect this ETF?The iShares Morningstar Mid-Cap ETF (IMCB) could benefit from economic growth and innovation in sectors like technology and industrials, which are key areas of focus for the fund. However, it may face challenges from rising interest rates, which can negatively impact financial and real estate sectors, or economic slowdowns that could hurt consumer cyclical and discretionary spending. Additionally, regulatory changes or geopolitical tensions affecting U.S.-based companies could influence the ETF's performance.
IMCB Top 10 Holdings
The iShares Morningstar Mid-Cap ETF (IMCB) is leaning heavily into technology and industrials, which together make up a significant portion of the fund's sector exposure. Snowflake and Marvell are rising stars in the tech space, buoyed by their focus on AI and innovation, though profitability concerns linger. Meanwhile, Capital One Financial and Royal Caribbean are dragging performance, with mixed financial results and market headwinds. The fund’s U.S.-centric approach offers a diverse mix of mid-sized companies, but its concentration in cyclical sectors means it could be sensitive to broader economic shifts.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Capital One Financial | 1.19% | $15.78M | $139.85B | 34.22% | 58 Neutral | |
| Robinhood | 0.91% | $12.08M | $130.44B | 512.35% | 78 Outperform | |
| Snowflake | 0.76% | $10.06M | $93.13B | 138.01% | 69 Neutral | |
| Newmont Mining | 0.75% | $9.99M | $88.36B | 78.90% | 81 Outperform | |
| Marvell | 0.68% | $9.05M | $80.81B | 10.58% | 67 Neutral | |
| Howmet Aerospace | 0.68% | $8.97M | $82.80B | 105.89% | 77 Outperform | |
| Emerson Electric Company | 0.66% | $8.83M | $78.55B | 28.68% | 73 Outperform | |
| Cloudflare | 0.65% | $8.67M | $88.73B | 189.32% | 67 Neutral | |
| Johnson Controls | 0.64% | $8.48M | $74.86B | 51.51% | 70 Outperform | |
| Bank of New York Mellon | 0.62% | $8.22M | $75.26B | 43.31% | 79 Outperform |
IMCB Technical Analysis
Positive
―
Price Trends
82.54
Positive
81.20
Positive
78.09
Positive
Market Momentum
0.07
Positive
49.62
Neutral
27.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMCB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 82.70, equal to the 50-day MA of 82.54, and equal to the 200-day MA of 78.09, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 49.62 is Neutral, neither overbought nor oversold. The STOCH value of 27.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMCB.
IMCB Peer Comparison
Comparison Results
Performance Comparison
IMCB
iShares Morningstar Mid-Cap ETF
82.59
8.07
10.83%
XMHQ
Invesco S&P MidCap Quality ETF
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XMMO
Invesco S&P MidCap Momentum ETF
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JHMM
John Hancock Multifactor Mid Cap ETF
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FMDE
Fidelity Enhanced Mid Cap ETF
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DON
WisdomTree U.S. MidCap Dividend Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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