Ishares Morningstar Equity Etf Profile
| JKD Etf | USD 82.66 0.45 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
IShares Morningstar is trading at 82.66 as of the 25th of February 2025, a 0.54 percent decrease since the beginning of the trading day. The etf's lowest day price was 82.66. 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 27th of November 2024 and ending today, the 25th of February 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
| 0.83 | VTI | Vanguard Total Stock | PairCorr |
| 0.84 | SPY | SPDR SP 500 | PairCorr |
| 0.84 | IVV | iShares Core SP | PairCorr |
| 0.79 | VIG | Vanguard Dividend | PairCorr |
| 0.84 | VV | Vanguard Large Cap | PairCorr |
Moving against IShares Etf
| 0.38 | MRK | Merck Company Aggressive Push | PairCorr |
IShares Etf Highlights
| Business Concentration | Large Blend, iShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 2.4 |
| Name | iShares Morningstar U.S. Equity ETF |
| Currency Code | USD |
| In Threey Volatility | 17.26 |
| 1y Volatility | 10.95 |
| 200 Day M A | 210.99 |
| 50 Day M A | 221.23 |
| Code | JKD |
| Updated At | 25th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.49 |
| Type | ETF |
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 12.9%.
Check IShares Morningstar Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Morningstar Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Morningstar Equity Etf Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| UNP | Union Pacific | Stock | Industrials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| CVX | Chevron Corp | Stock | Energy | |
| DIS | Walt Disney | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care |
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.
| Mean Deviation | 0.6161 | |||
| Semi Deviation | 0.9724 | |||
| Standard Deviation | 0.8172 | |||
| Variance | 0.6678 |
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
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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
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.