IMCGiShares Morningstar Mid-Cap Growth ETF
Tracks the investment results of the Morningstar US Mid Cap Broad Growth Index.
By iShares · Launched 2004
Annual Cost
0.06%
#169 of 5,861 · low cost
Fund Size
$4.0B
#500 of 5,861 · large
Return (1Y)Goal
+16.6%
Track Record
22 years
#193 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,515+15.2%
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
Factor
Growth
Index tracked
Morningstar US Mid Cap Broad Growth Index
What it actually holds
By weightConcentration
Top 10 holdings = 17.1% of fund✓ well diversified
Sandisk Corp.
2.2%
Seagate Technology Holdings plc
2.2%
Marvell Technology, Inc.
2.1%
Corning, Inc.
1.8%
Vertiv Holdings Co.
1.8%
BlackRock Funds III
1.7%
Quanta Services, Inc.
1.5%
Howmet Aerospace, Inc.
1.4%
Western Digital Corp.
1.3%
Johnson Controls International plc
1.3%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
25.7%
Industrials
24.6%
Consumer Cyclical
10.9%
Financial Services
10.8%
Healthcare
7.4%
Basic Materials
6.1%
Real Estate
3.6%
Utilities
3.2%
Other
7.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.9%Moderate
Year-on-year price swings
Max drawdown
-35.1%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.72Decent risk-adjusted returns
Sortino (3Y)
1.05Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Morningstar US Mid Cap Broad Growth Index.
- Strategy
- Invests primarily in mid-capitalization U.S. equities that exhibit growth characteristics, seeking to track the Morningstar US Mid Cap Broad Growth Index. Uses a representative sampling indexing strategy to manage the Fund, aiming for lower costs and better after-tax performance.
- Inception date
- June 28, 2004
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at IMCG. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04