Ishares Morningstar Growth Etf Profile

JKE Etf  USD 93.60  0.58  0.62%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 36

 
High
 
Low
Below Average
IShares Morningstar is trading at 93.60 as of the 23rd of December 2024, a 0.62 percent increase since the beginning of the trading day. The etf's lowest day price was 92.84. IShares Morningstar has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 3rd of January 2023 and ending today, the 23rd of December 2024. Click here to learn more.
The investment seeks to track the investment results of the Morningstar US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. ISHARES MORNINGSTAR is traded on NYSEARCA Exchange in the United States. More on iShares Morningstar Growth

Moving together with IShares Etf

  0.88VUG Vanguard Growth IndexPairCorr
  0.87IWF iShares Russell 1000PairCorr
  0.86IVW iShares SP 500PairCorr
  0.86SPYG SPDR Portfolio SPPairCorr
  0.85IUSG iShares Core SPPairCorr
  0.87VONG Vanguard Russell 1000PairCorr

Moving against IShares Etf

  0.89PFFL ETRACS 2xMonthly PayPairCorr
  0.89VIIX VIIXPairCorr
  0.71YCL ProShares Ultra YenPairCorr
  0.67FXY Invesco CurrencySharesPairCorr
  0.31PMBS PIMCO Mortgage BackedPairCorr

IShares Etf Highlights

Business ConcentrationLarge Growth, iShares (View all Sectors)
Country NameUSA
Returns Y T D34.88
NameiShares Morningstar Growth ETF
Currency CodeUSD
In Threey Volatility21.44
1y Volatility12.58
200 Day M A283.44
50 Day M A290.36
CodeJKE
Updated At22nd of December 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.33
TypeETF
iShares Morningstar Growth [JKE] is traded in USA and was established 2004-06-28. The fund is classified under Large Growth category within iShares family. iShares Morningstar currently have 1.8 B in assets under management (AUM). , while the total return for the last 3 years was 10.6%.
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 Growth 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 Growth Etf Constituents

CMCSAComcast CorpStockCommunication Services
DISWalt DisneyStockCommunication Services
ABTAbbott LaboratoriesStockHealth Care
CVXChevron CorpStockEnergy
GOOGLAlphabet Inc Class AStockCommunication Services
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TSLATesla IncStockConsumer Discretionary
More Details

IShares Morningstar Top Holders

APSHXPinnacle Sherman Multi StrategyMutual FundTactical Allocation
CPSHXPinnacle Sherman Multi StrategyMutual FundTactical Allocation
IPSHXPinnacle Sherman Multi StrategyMutual FundTactical Allocation
DWAWAdvisorShares Dorsey WrightEtfLarge Blend
WIZMerlynAI CorpEtfModerate Allocation
More Details

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 Growth. 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 Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
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.