IMCBiShares Morningstar Mid-Cap ETF
Tracks the investment results of the Morningstar US Mid Cap Index.
By iShares · Launched 2004
Annual Cost
0.04%
#91 of 5,854 · low cost
Fund Size
$1.6B
#858 of 5,854 · large
Return (1Y)Goal
+20.8%
Track Record
22 years
#194 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,900+19.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Index tracked
Morningstar US Mid Cap Index
What it actually holds
By weightConcentration
Top 10 holdings = 9.1% of fund✓ well diversified
Sandisk Corp.
1.1%
Seagate Technology Holdings plc
1.0%
Western Digital Corp.
1.0%
Marvell Technology, Inc.
1.0%
BlackRock Funds III
1.0%
Corning, Inc.
0.9%
Vertiv Holdings Co.
0.9%
Newmont Corp.
0.8%
Quanta Services, Inc.
0.7%
Howmet Aerospace, Inc.
0.7%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Industrials
18.4%
Technology
17.9%
Financial Services
14.1%
Consumer Cyclical
9.7%
Healthcare
8.8%
Energy
7.0%
Utilities
6.5%
Basic Materials
5.5%
Other
12.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.1%Moderate
Year-on-year price swings
Max drawdown
-41.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.80Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Morningstar US Mid Cap Index.
- Strategy
- Invests primarily in mid-capitalization U.S. equities, seeking to track the Morningstar US Mid Cap Index. The Fund employs a representative sampling indexing strategy and may concentrate in the technology sector.
- Inception date
- June 28, 2004
- Fund family
- iShares
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Data updated on 2026-08-03