Ishares Morningstar Equity Etf Profile

JKD Etf  USD 78.44  0.74  0.95%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
IShares Morningstar is trading at 78.44 as of the 22nd of March 2025, a 0.95 percent increase since the beginning of the trading day. The etf's lowest day price was 77.7. IShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The investment seeks to track the investment results of the Morningstar US Large-Mid Cap IndexSM composed of large- and mid-capitalization U.S. equities. ISHARES MORNINGSTAR is traded on NYSEARCA Exchange in the United States. More on iShares Morningstar Equity

Moving together with IShares Etf

  0.62VTI Vanguard Total StockPairCorr
  0.64SPY SPDR SP 500PairCorr
  0.64IVV iShares Core SP Sell-off TrendPairCorr
  0.74VIG Vanguard DividendPairCorr
  0.75VV Vanguard Large CapPairCorr
  0.73RSP Invesco SP 500PairCorr

IShares Etf Highlights

Business ConcentrationLarge Blend, iShares (View all Sectors)
Country NameUSA
Returns Y T D(3.58)
NameiShares Morningstar U.S. Equity ETF
Currency CodeUSD
In Threey Volatility17.18
1y Volatility10.82
200 Day M A210.99
50 Day M A221.23
CodeJKD
Updated At22nd of March 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.51
TypeETF
iShares Morningstar Equity [JKD] is traded in USA and was established 2004-06-28. The fund is classified under Large Blend category within iShares family. iShares Morningstar currently have 842.68 M in assets under management (AUM). , while the total return for the last 3 years was 9.6%.
Check IShares Morningstar Probability Of Bankruptcy

Top iShares Morningstar Equity Etf Constituents

ORCLOracleStockInformation Technology
BMYBristol Myers SquibbStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
ACNAccenture plcStockInformation Technology
LLYEli Lilly andStockHealth Care
BAThe BoeingStockIndustrials
TMOThermo Fisher ScientificStockHealth Care
MMM3M CompanyStockIndustrials
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iShares Morningstar Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Morningstar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

iShares Morningstar Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Morningstar Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Morningstar price patterns.

IShares Morningstar Against Markets

When determining whether iShares Morningstar is a strong investment it is important to analyze IShares Morningstar's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Morningstar's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry.
You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of iShares Morningstar is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.