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

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $98.21
• Expense Ratio: 6.00%
• Assets Under Management: $1.2B
• Number of Holdings: 269
• Inception Date: 2004-06-28
• Currency: USD

Winston Score

iShares Morningstar Mid-Cap Value ETF has a Winston Score of 88 out of 100.

Performance

• 1-Year Return: 23.24%
• 3-Year Return: 57.21%
• 5-Year Return: 50.98%

Top Holdings

AUTOMATIC DATA PROCESSING INC (N/A%), PNC FINANCIAL SERVICES GROUP (N/A%), VALERO ENERGY CORP (N/A%), US BANCORP (N/A%), 3M (N/A%)

Sector Breakdown

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