iShares Morningstar Mid-Cap Growth ETF
IMCG - ETF AI Analysis
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iShares Morningstar Mid-Cap Growth ETF (IMCG)
IMCG, the iShares Morningstar Mid-Cap Growth ETF, has a solid overall rating driven mainly by strong, growing businesses like Fortinet, Datadog, and Motorola Solutions, which benefit from robust financial performance, attractive growth prospects, and positive earnings call sentiment. Some holdings such as Snowflake, Cloudflare, and Lumentum add growth potential but face challenges around profitability, leverage, or valuation, which can weigh on the fund’s rating. The main risk factor is its tilt toward growth-oriented, often richly valued tech and AI-related names, which can be more volatile and sensitive to shifts in market sentiment.
IMCG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.02B
- Region
- North America
- Expense Ratio
- 0.06%
- Beta
- 1.01
- Issuer
- iShares
- Inception Date
- Jun 28, 2004
- Dividend Yield
- 0.66%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Mid Cap Broad Growth PR USD
IMCG Summary
IMCG is the iShares Morningstar Mid-Cap Growth ETF, which follows the Morningstar US Mid Cap Broad Growth index. It invests in medium‑sized U.S. companies that are focused on growing their sales and profits, mainly in technology, industrials, and financials. Well-known holdings include Dell Technologies and Hilton Worldwide. Investors might consider IMCG if they want growth potential and diversification beyond the biggest blue-chip stocks, while still avoiding the smallest, more fragile companies. A key risk is that growth-focused stocks can be more volatile, so the value of this ETF can go up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.06%, which means you’ll pay about $0.60 per year for every $1,000 invested. That’s lower than the average ETF because it’s a passively managed fund that tracks a Morningstar mid-cap growth index, keeping costs down.
What would affect this ETF?
IMCG could benefit if the U.S. economy continues to grow, supporting mid-sized technology, industrial, and consumer companies like Snowflake, Fortinet, and Hilton, and if investor appetite for growth stocks remains strong. On the downside, higher interest rates, an economic slowdown, or tighter regulations on tech and financial firms such as Robinhood and Cloudflare could hurt earnings and make growth-focused mid-cap stocks more volatile.
IMCG Top 10 Holdings
IMCG is leaning heavily into mid-cap tech and industrial names, with stocks like Dell and Datadog doing much of the heavy lifting thanks to steady, AI-fueled momentum. Cloudflare and Snowflake have been more mixed—strong longer-term growth stories, but their recent pullbacks can feel like a headwind for the fund. Lumentum has been rising sharply over the past few months, adding extra juice on the tech side, while Johnson Controls and Motorola Solutions provide a steadier industrial backbone. With all holdings U.S.-based, this is a domestically focused, growth-tilted play.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SNOW | Snowflake | 1.40% | $57.22M | $104.34B | 11.04% | 54Neutral |
 NET | Cloudflare | 1.39% | $56.78M | $108.84B | 34.07% | 61Neutral |
 FCX | Freeport-McMoRan | 1.22% | $50.14M | $86.54B | 51.25% | 67Neutral |
 MSI | Motorola Solutions | 1.22% | $49.79M | $87.19B | 36.55% | 70Neutral |
 JCI | Johnson Controls | 1.20% | $49.24M | $85.48B | 18.59% | 70Outperform |
 RCL | Royal Caribbean | 1.15% | $46.99M | $90.90B | 27.18% | 67Neutral |
 HLT | Hilton Worldwide Holdings | 1.14% | $46.54M | $84.50B | 37.75% | 67Neutral |
 ABNB | Airbnb | 1.00% | $41.02M | $110.59B | 47.83% | 71Outperform |
 CTAS | Cintas | 1.07% | $43.88M | $89.45B | 22.34% | 79Outperform |
 ECL | Ecolab | 1.07% | $43.67M | $85.83B | 17.48% | 66Neutral |
IMCG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMCG, the sentiment is Positive. The current price of 94.72 is above the 20-day moving average (MA) of 93.75, above the 50-day MA of 94.61, and above the 200-day MA of 90.77, indicating a bullish trend. The MACD of -0.60 indicates Negative momentum. The RSI at 52.56 is Neutral, neither overbought nor oversold. The STOCH value of 69.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMCG.
IMCG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IMCG | $94.72 | $102.00(7.69% Upside) | $4.02B | 0.06% | 69Neutral |
 FMDE | $42.24 | $49.34(16.80% Upside) | $8.85B | 0.23% | 69Neutral |
 IJJ | $147.71 | $171.63(16.20% Upside) | $8.81B | 0.18% | 70Neutral |
 XMMO | $138.12 | $182.81(32.36% Upside) | $6.36B | 0.34% | 71Outperform |
 MDYG | $105.35 | $131.34(24.67% Upside) | $2.84B | 0.15% | 71Outperform |
 IVOG | $137.99 | $176.80(28.12% Upside) | $1.68B | 0.10% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IMCG | iShares Morningstar Mid-Cap Growth ETF | 94.72 | 15.23 | 19.17% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 42.24 | 7.16 | 20.41% | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 147.71 | 22.35 | 17.83% | |
| XMMO | Invesco S&P MidCap Momentum ETF | 138.12 | 4.88 | 3.66% | |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | 105.35 | 15.92 | 17.80% | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 137.99 | 21.21 | 18.16% |
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.