The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
iShares Morningstar Mid-Cap Value ETF IMCV
Morningstar’s Analysis IMCV
Will IMCV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |