IMCG ETF Analysis: Morningstar Mid-Cap Growth | NYSE

Mid-Cap Growth | NYSE, USA | Market Cap: 3.945m USD | 12M Return: 16.9% | Charts, Fundamentals & Technical Analysis

Mid-Cap Growth, U.S. Equities, Growth Stocks, Mid-Capitalization
Total Rating 60
Safety 44
Buy Signal 0.11
Mid-Cap Growth
Category Rotation: -7.9
TER: 0.06%
AUM: 3.94B
Avg Turnover: 9.11M
Risk 3d forecast
Volatility13.9%
VaR 5th Pctl2.61%
VaR vs Median3.93%
Reward TTM
Sharpe Ratio0.75
Rel. Str. IBD61.5
Rel. Str. Peer Group85
Character TTM
Beta1.066
Beta Downside1.084
Hurst Exponent0.474
Drawdowns 3y
Max DD21.92%
CAGR/Max DD0.74
CAGR/Mean DD4.63

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +2.4% 28
Feb -0.7% 14
Mar -0.8% 24
Apr +0.3% 11
May +0.8% 14
Jun +1.7% 16
Jul +0.2% 21
Aug -0.8% 9
Sep -3.5% 23
Oct -1.2% 21
Nov +3.8% 34
Dec -1.1% 21

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IMCG Morningstar Mid-Cap Growth

iShares Morningstar Mid-Cap Growth ETF (IMCG) is a U.S.-listed ETF that invests at least 80% of its assets in the component securities of its underlying index, plus instruments with substantially identical economic characteristics. The index it tracks is designed to measure the performance of U.S. mid-capitalization companies that display above-average growth characteristics, as determined by Morningstars proprietary index methodology.

The ETF targets the mid-cap growth segment of the U.S. equity market, focusing on mid-sized companies with growth-oriented profiles. Listed on the NYSE since mid-2004, IMCG is structured as a passive vehicle, meaning its primary business model is to replicate the performance of its benchmark index rather than actively select holdings.

Headlines to Watch Out For
  • Fed rate cuts boost mid-cap growth valuations
  • Growth style outperforms value amid AI sector rally
  • Competition intensifies from Vanguard and SPDR mid-cap growth ETFs
What is the price of IMCG shares?

As of July 28, 2026, the stock is trading at USD 95.85 with a total of 66,996 shares traded. Over the past week, the price has changed by +1.19%, over one month by -1.50%, over three months by +9.80% and over the past year by +16.92%.

Current recommended Stop Loss: 94.00 (which is 1.9% or 1.3 ATR below the current price).

Is IMCG a buy, sell or hold?

Morningstar Mid-Cap Growth has no consensus analysts rating.