Patrick OConnor - IShares Morningstar Portfolio Manager
Patrick OConnor is Portfolio Manager at iShares Morningstar Small Cap
The investment seeks to track the investment results of the Morningstar US Small Cap Broad Value Extended IndexSM composed of small-capitalization U.S. equities that exhibit value characteristics. Mstar Small-Cap is traded on NYSEArca Exchange in the United States. iShares Morningstar Small Cap [JKL] is traded in USA and was established 2004-06-28. Mr. OConnor is an employee of BGFA and BGI and was one of the portfolio Managers primarily responsible for the daytoday management of the Funds since the Funds inception dates. Mr. OConnor was a Portfolio Manager with BGFA and BGI since 1999.
Age | 48 |
Phone | 800-474-2737 |
iShares Morningstar Money Managers
S Leung, Portfolio Manager | ||
Patrick OConnor, Portfolio Manager |
IShares Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is IShares Morningstar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price To Earning | 16.84 X | |||
Price To Book | 1.37 X | |||
Price To Sales | 0.75 X | |||
Earnings Per Share | 9.14 X | |||
Beta | 1.45 | |||
Market Capitalization | 578.63 M | |||
Total Asset | 374.18 M | |||
One Year Return | 18.90 % | |||
Three Year Return | 7.30 % | |||
Five Year Return | 9.50 % |
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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.