iShares Morningstar Mid-Cap Value ETF (IMCV) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $94.31
• Expense Ratio: 6.00%
• Assets Under Management: $1.1B
• Number of Holdings: 270
• Inception Date: 2004-06-28
• Currency: USD

Winston Score

iShares Morningstar Mid-Cap Value ETF has a Winston Score of 84 out of 100.

Performance

• 1-Year Return: 23.87%
• 3-Year Return: 43.61%
• 5-Year Return: 38.24%

Top Holdings

PNC FINANCIAL SERVICES GROUP INC (N/A%), AUTOMATIC DATA PROCESSING INC (N/A%), US BANCORP (N/A%), ELEVANCE HEALTH INC (N/A%), VALERO ENERGY CORP (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)