IMCV Profile
The iShares Morningstar Mid-Cap Value ETF is designed to track the performance of the Morningstar U.S. Mid Cap Value Index. This index focuses on mid-cap U.S. stocks that exhibit significant value characteristics, as identified through Morningstar, Inc.s proprietary index methodology. The methodology assesses value attributes based on fundamental metrics such as low price-to-earnings ratios, high dividend yields, and undervalued stock prices relative to their intrinsic value. By targeting mid-cap companies with these value traits, the ETF aims to capture potential growth opportunities while emphasizing value-oriented investment strategies.
The fund commits to investing at least 80% of its assets in securities that are components of its underlying index or in investments with similar economic characteristics. This approach ensures that the ETFs holdings closely reflect the composition and performance of the Morningstar U.S. Mid Cap Value Index. Additionally, the ETF may hold securities outside the index that possess comparable economic attributes, enabling it to maintain alignment with the index's performance while managing liquidity and risk.
The Morningstar U.S. Mid Cap Value Index includes a diverse selection of mid-cap companies that display strong value metrics. These companies typically have market capitalizations that fall between small-cap and large-cap ranges, offering a blend of growth potential and stability. The index methodology focuses on firms that are trading at lower valuations relative to their earnings, book value, or dividends, providing investors with a strategic entry into mid-cap stocks that may offer undervalued opportunities.
Managed by BlackRock, the iShares Morningstar Mid-Cap Value ETF leverages the firm's extensive investment expertise and resources. BlackRocks advanced investment management strategies are employed to enhance the ETFs performance and effectively manage risk. For investors seeking targeted exposure to mid-cap stocks with value characteristics, this ETF provides a strategic option, aligning with long-term investment objectives and risk tolerance while benefiting from BlackRock's global investment capabilities.
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