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Morningstar

iShares Morningstar Mid-Cap Value ETF IMCV

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMCV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMCV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IMCV’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IMCV

More IMCV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PACCAR Inc

1.11 6.7 Mil
Industrials

American International Group Inc

1.09 6.5 Mil
Financial Services

Capital One Financial Corp

1.02 6.2 Mil
Financial Services

General Motors Co

1.02 6.2 Mil
Consumer Cyclical

Truist Financial Corp

1.01 6.1 Mil
Financial Services

Williams Companies Inc

1.01 6.1 Mil
Energy

Moderna Inc

0.99 6.0 Mil
Healthcare

Simon Property Group Inc

0.99 6.0 Mil
Real Estate

Newmont Corp

0.95 5.7 Mil
Basic Materials

ONEOK Inc

0.95 5.7 Mil
Energy