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

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $99.92
• Expense Ratio: 4.00%
• Assets Under Management: $1.7B
• Number of Holdings: 394
• Inception Date: 2004-06-28
• Currency: USD

Winston Score

iShares Morningstar Mid-Cap ETF has a Winston Score of 89 out of 100.

Performance

• 1-Year Return: 21.82%
• 3-Year Return: 62.42%
• 5-Year Return: 45.44%

Top Holdings

DELL TECHNOLOGIES INC CLASS C (N/A%), SNOWFLAKE (N/A%), AUTOMATIC DATA PROCESSING INC (N/A%), BANK OF NEW YORK MELLON CORP (N/A%), CLOUDFLARE CLASS A (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)