IMCGiShares Morningstar Mid-Cap Growth ETF
IMCG Fund Description
IMCG tracks a market-cap-weighted index of US midcap stocks companies selected based on their growth characteristics.
IMCG Factset Analytics Insight
IMCG is a passively-managed fund that offers a growth-focused portfolio of US midcap stocks. Stocks are selected based on Morningstar’s index methodology that uses fundamental factors. This methodology defines the selected growth stocks as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Growth Index under the ticker JKH.
IMCG MSCI ESG Analytics Insight
iShares Morningstar Mid-Cap Growth ETF has an MSCI ESG Fund Rating of A based on a score of 6.50 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Morningstar Mid-Cap Growth ETF ranks in the 55th percentile within its peer group and in the 79th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IMCG MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IMCG Summary Data
IMCG Portfolio Data
IMCG Index Data
IMCG Portfolio Management
IMCG Tax Exposures
IMCG Fund Structure
IMCG Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IMCG. IMCG is rated a 5 out of 5.
IMCG Sector/Industry Breakdown
IMCG Top 10 Holdings[View All]
IMCG Economic Development
IMCG Performance Statistics
IMCG MSCI ESG Ratings
IMCG Benchmark Comparison Summary
IMCG Benchmark Comparison Market Cap Size