Symbols

IMCG

iShares Morningstar Mid-Cap Growth ETF·NYSE

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Key Stats

Assets Under Management

3.09BUSD

Fund Flows (1Y)

475.19MUSD

Dividend Yield

0.78%

Discount/Premium to NAV

-0.05%

Shares Outstanding

38.70M

Expense Ratio

0.06%

About iShares Morningstar Mid-Cap Growth ETF

Issuer

BlackRock Fund Advisors

Brand

iShares

Home Page

https://www.ishares.com/us/products/239583/ishares-morningstar-midcap-growth-etf

Inception Date

Jun 28, 2004

Structure

Open-Ended Fund

Index Tracked

Morningstar US Mid Cap Broad Growth Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

BlackRock Fund Advisors

Distributor

BlackRock Investments LLC

IMCG is a passively-managed fund that offers a growth-focused portfolio of US mid-cap stocks. Stocks are selected based on Morningstar's index methodology that uses fundamental factors. This methodology defines the selected growth stocks as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Growth Index under the ticker JKH.