Ishares Morningstar Value Etf Profile

JKF Etf  USD 73.12  0.14  0.19%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares Morningstar is trading at 73.12 as of the 19th of April 2024. This is a -0.19 percent down since the beginning of the trading day. The etf's lowest day price was 72.83. IShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for iShares Morningstar Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The investment seeks to track the investment results of the Morningstar US Large-Mid Cap Broad Value IndexSM composed of large-and mid-capitalization U.S. equities that exhibit value characteristics. ISHARES MORNINGSTAR is traded on NYSEARCA Exchange in the United States. More on iShares Morningstar Value

Moving together with IShares Etf

  0.91VTV Vanguard Value IndexPairCorr
  0.92VYM Vanguard High DividendPairCorr
  0.91IWD iShares Russell 1000PairCorr
  0.91DGRO iShares Core DividendPairCorr
  0.91IVE iShares SP 500PairCorr
  0.9DVY iShares Select DividendPairCorr
  0.93SPYV SPDR Portfolio SPPairCorr

Moving against IShares Etf

  0.49MCD McDonalds Report 23rd of April 2024 PairCorr
iShares Morningstar Value cannot be verified against its exchange. It appears that IShares Morningstar is not available for investing at the moment. Please verify the symbol is currently traded on NYSE ARCA Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
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IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Morningstar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Morningstar or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Business ConcentrationLarge Value, iShares (View all Sectors)
Country NameUSA
Returns Y T D4.22
NameiShares Morningstar Value ETF
Currency CodeUSD
In Threey Volatility15.9
1y Volatility13.68
200 Day M A110.83
50 Day M A120.33
CodeJKF
Updated At17th of April 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.51
TypeETF
iShares Morningstar Value [JKF] is traded in USA and was established 2004-06-28. The fund is classified under Large Value category within iShares family. iShares Morningstar Value currently have 585.27 M in assets under management (AUM). , while the total return for the last 3 years was 7.2%.
Check IShares Morningstar Probability Of Bankruptcy

IShares Morningstar Against Markets

Picking the right benchmark for IShares Morningstar etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Morningstar etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Morningstar is critical whether you are bullish or bearish towards iShares Morningstar Value at a given time. Please also check how IShares Morningstar's historical prices are related to one of the top price index indicators.

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Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Morningstar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Morningstar, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Morningstar. To buy IShares Morningstar etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Morningstar. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Morningstar etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located iShares Morningstar Value etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased iShares Morningstar Value etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Morningstar Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Morningstar guide.

Already Invested in iShares Morningstar Value?

The danger of trading iShares Morningstar Value is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Morningstar is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Morningstar. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Morningstar Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Morningstar Value 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 Value. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in industry.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of iShares Morningstar Value 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.