IMCViShares Morningstar Mid-Cap Value ETF
IMCV Fund Description
IMCV tracks a market-cap-weighted index of US midcap stocks companies selected based on their value characteristics.
IMCV Factset Analytics Insight
IMCV is a passively-managed fund that offers a value-focused portfolio of US midcap stocks. Stocks are selected based on Morningstar’s index methodology that uses fundamental factors. This methodology defines the selected value stocks as those with relatively low valuations based on price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow, and dividend yields. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Value Index under the ticker JKI.
IMCV MSCI ESG Analytics Insight
iShares Morningstar Mid-Cap Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.47 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 Value ETF ranks in the 64th percentile within its peer group and in the 93th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IMCV 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.
IMCV Summary Data
IMCV Portfolio Data
IMCV Index Data
IMCV Portfolio Management
IMCV Tax Exposures
IMCV Fund Structure
IMCV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IMCV. IMCV is rated a 5 out of 5.
IMCV Sector/Industry Breakdown
IMCV Top 10 Holdings[View All]
IMCV Economic Development
IMCV Performance Statistics
IMCV MSCI ESG Ratings
IMCV Benchmark Comparison Summary
IMCV Benchmark Comparison Market Cap Size