Stock Scorer
IMCG

iShares Morningstar Mid-Cap Growth ETF

1 year +13.8%
Assets$4.03BiShares
Fee0.05%a year
Yield0.6%
This year+17.1%
5 years+5.7%a year on average
Components259top 10: 12%

Returns

This year +17.1% 1 year +13.8% 3 years, yearly +21.3% 5 years, yearly +5.7% 10 years, yearly +13.9%

The fund's own total return. Volatility 17.9% over one year, 17.7% over three; Sharpe ratio over three years 0.86.

Sectors

Technology23.4%
Industrials22.1%
Consumer Cyclicals11.6%
Financial Services11.6%
Healthcare8.8%
Basic Materials5.9%
Energy3.5%
Real Estate3.4%
Utilities3.2%
Consumer Defensive2.1%
Communication Services2.0%

Regions

North America98.7%
Asia Emerging0.6%
Europe Developed0.5%
United Kingdom0.4%
Latin America0.4%

Asset classes

Stock US100.0%
Stock non-US1.7%
Cash0.2%

About the fund

Issuer
iShares
Since
2004-06-28
Listed on
NYSE
ISIN
US4642883072
Turnover
43% a year

The fund seeks to track the investment results of the underlying index, which measures the performance of U.S. stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc. The stocks in the underlying index are designated as "growth" because they are issued by companies that typically have higher than average historical and forecasted earnings, sales, book value and cash flow growth.

From the market data provider's fund data, read 2026-10-24. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.