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iShares Morningstar Mid-Cap Value ETF(IMCV)

Description: The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited “value” characteristics as determined by Morningstar, Inc. (Morningstar or the index providerâ) proprietary index methodology.


Keywords: Index Fund Investment Management Morningstar

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IMCV Technical Analysis

Exchange: NASDAQ

Country: US

Currency: US Dollar ($)

Category: Mid-Cap Value

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 97.36 0.00 97.36
Stock non-US 2.19 0.00 2.19
Cash 0.45 0.00 0.45
Sector Weights
Sector Equity % Relative to Category
Financial Services 16.68 19.16
Utilities 11.93 6.59
Industrials 11.52 16.22
Consumer Cyclicals 11.30 10.87
Real Estate 9.56 6.31
Healthcare 9.37 10.95
Technology 9.14 8.50
Basic Materials 8.51 5.41
Consumer Defensive 5.03 6.69
Energy 4.38 6.35
Communication Services 2.58 2.95
World Regions
Region Equity % Relative to Category
North America 97.80 94.88
Asia Developed 0.88 0.51
Europe Developed 0.85 2.06
United Kingdom 0.37 1.64
Asia Emerging 0.10 0.21
Japan 0.00 0.33
Latin America 0.00 0.24
Africa/Middle East 0.00 0.12
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