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iSharesMid-Cap GrowthIMCG · NYSE Arca

iShares Morningstar Mid-Cap Growth ETF (IMCG)

Price
$95.25
11 Sept 2026
Assets
$4.1B
Total net assets
Expense ratio
0.06%
Category 1.05%
Yield
0.61%
Trailing distributions
3Y CAGR
17.7%+0.4%
Category 17.3%
5Y CAGR
6.6%+2.9%
Category 3.7%
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iShares Morningstar Mid-Cap Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.8%+0.8%+20.3%+19.6%+15.3%+17.7%+6.6%+14.3%+11.5%
Mid-Cap Growth average-4.8%-2.7%12.0%9.7%9.5%17.3%3.7%12.9%9.8%
Difference+0.1%+3.6%+8.3%+9.9%+5.7%+0.4%+2.9%+1.4%+1.7%

Holdings

The 10 largest positions make up 12.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SNOWSnowflake Inc Ordinary Shares1.51%
FCXFreeport-McMoRan Inc1.47%
FTNTFortinet Inc1.43%
NETCloudflare Inc1.31%
DELLDell Technologies Inc Ordinary Shares - Class C1.24%
DASHDoorDash Inc Ordinary Shares - Class A1.18%
JCIJohnson Controls International PLC Registered Shares1.14%
HOODRobinhood Markets Inc Class A1.10%
MSIMotorola Solutions Inc1.09%
CMICummins Inc1.05%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
29.6
P/B
5.6
P/S
2.9
P/CF
20.3

Sector allocation

Share of the equity the fund holds.

24.8%Technology11 sectors
  1. Technology24.8%
  2. Industrials23.0%
  3. Financial services12.1%
  4. Consumer discretionary11.3%
  5. Health care8.2%
  6. Materials6.5%
  7. Real estate3.7%
  8. Energy3.4%
  9. Utilities2.9%
  10. Consumer staples2.1%
  11. Communication services2.0%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
iShares
Category
Equity · Mid-Cap Growth
Ticker
IMCG
Exchange
NYSE Arca
Inception
28 Jun 2004 (22.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.06% (category 1.05%)
Holdings turnover
45% (category 91%)
Distribution yield
0.61%
Beta, 3 years
1.19
Total net assets
$4.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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