Ishares Morningstar Mid Cap Etf Profile
| JKH Etf | USD 79.56 0.16 0.20% |
PerformanceInsignificant
| Odds Of DistressAbout Average
|
IShares Morningstar is trading at 79.56 as of the 16th of February 2025. This is a 0.2 percent decrease since the beginning of the trading day. The etf's open price was 79.72. IShares Morningstar has 48 percent odds of going through some form of financial distress in the next two years and did not have a very good performance for investor during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 16th of February 2025. Click here to learn more.
The investment seeks to track the investment results of the Morningstar US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. Mstar Mid-Cap is traded on NYSEArca Exchange in the United States. More on iShares Morningstar Mid Cap
Moving together with IShares Etf
IShares Etf Highlights
| Chairman | Lee Kranefuss |
| Business Concentration | Mid-Cap Growth, iShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 5.34 |
| Name | iShares Morningstar Mid-Cap Growth ETF |
| Currency Code | USD |
| In Threey Volatility | 20.45 |
| 1y Volatility | 16.53 |
| 200 Day M A | 367.61 |
| 50 Day M A | 383.45 |
| Code | JKH |
| Updated At | 16th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.27 |
| Type | ETF |
iShares Morningstar Mid Cap [JKH] is traded in USA and was established 2004-06-28. The fund is classified under Mid-Cap Growth category within iShares family. iShares Morningstar Mid currently have 1.59 B in assets under management (AUM). , while the total return for the last 3 years was 8.4%.
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 Mid Cap 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 Mid Cap Etf Constituents
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| ROP | Roper Technologies, | Stock | Industrials | |
| GPN | Global Payments | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology | |
| PINS | Stock | Communication Services |
IShares Morningstar Top Holders
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| DWAW | AdvisorShares Dorsey Wright | Etf | Large Blend | |
| EVGLX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity | |
| EVGRX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity |
iShares Morningstar Mid 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 | 0.6966 | |||
| Semi Deviation | 1.0 | |||
| Standard Deviation | 0.9277 | |||
| Variance | 0.8606 |
iShares Morningstar Mid Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Morningstar Mid 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 Mid Cap. 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 Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of iShares Morningstar Mid 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.