Key stats
About iShares Morningstar Mid-Cap Value ETF
Expense ratio
0.06%
Home page
Inception date
Jun 28, 2004
IMCV is a passively-managed fund that offers a value-focused portfolio of US mid-cap stocks. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology defines the selected value stocks as those with relatively low valuations based on price-to-earnings, price-to-book value, price-to-sales, price-to-cash flow, and dividend yields. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Value Index under the ticker JKI.
Classification
What's in the fund
Exposure type
Finance
Utilities
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.