IMCG ETF Analysis: Morningstar Mid-Cap Growth | NYSE

Mid-Cap Growth | NYSE, USA | Market Cap: 4.203m USD | 12M Return: 21.1% | US4642883072 | Charts, Fundamentals & Technical Analysis

Mid-Cap Growth, U.S. Equities, Growth Stocks, Mid-Capitalization
Total Rating 63
Safety 51
Buy Signal -0.04
Mid-Cap Growth
Category Rotation: +7.9
TER: 0.06%
AUM: 4.20B
Avg Turnover: 10.8M
Risk 3d forecast
Volatility16.8%
VaR 5th Pctl3.13%
VaR vs Median3.74%
Reward TTM
Sharpe Ratio0.96
Rel. Str. IBD62.2
Rel. Str. Peer Group83.3
Character TTM
Beta1.073
Beta Downside1.116
Hurst Exponent0.433
Drawdowns 3y
Max DD21.92%
CAGR/Max DD0.89
CAGR/Mean DD6.19

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +2.1% 20
Feb -0.0% 7
Mar -0.6% 17
Apr +0.5% 15
May +1.1% 18
Jun +1.6% 9
Jul +0.2% 17
Aug -0.9% 15
Sep -2.7% 16
Oct -1.7% 26
Nov +3.8% 38
Dec -0.9% 26

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 August 21, 2026, the stock is trading at USD 97.14 with a total of 136,746 shares traded. Over the past week, the price has changed by -3.38%, over one month by +2.55%, over three months by +8.68% and over the past year by +21.12%.

Current recommended Stop Loss: 94.60 (which is 2.6% or 2.1 ATR below the current price).

Is IMCG a buy, sell or hold?

Morningstar Mid-Cap Growth has no consensus analysts rating.