Morningstar Style Funds :: ETFScreen.com

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Morningstar Style Funds

The Morningstar "Style" funds break the market into 9 segments which can be pictured as a 3x3 cube with capitalization on one axis and value/growth on the other. This convenient group of ETF's demonstrates how the various segments of the market are performing.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows. ( Asc

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Viewing Thursday's Closing data.

Name Symbol RSf 1 Day 5 Days 1 Mth 3 Mths 6 Mths 1 Year dolVol21

iShares Morningstar Small Value Index Fund JKL 92.82 -0.23 1.66 10.16 14.49 14.64 94.96 2m
iShares Morningstar Mid Value Index Fund JKI 85.97 -0.34 1.87 9 10.99 12.19 79.02 889k
iShares Morningstar Small Core Index Fund JKJ 83.84 -0.4 0.99 8.85 12.38 12.5 75.72 2m
iShares Morningstar Mid Core Index Fund JKG 77.89 -0.5 1.49 7.64 9.91 12.27 66.52 967k
iShares Morningstar Mid Growth Index Fund JKH 75.53 -0.48 0.74 7.85 10.4 14.45 60.47 3m
iShares Morningstar Small Growth JKK 75.2 -0.34 1.67 9.91 12.69 11.34 61.98 636k
iShares Morningstar Large Growth Index Fund JKE 55.22 0.07 0.85 5.78 4.69 12.23 50.75 3m
iShares Morningstar Large Core Index Fund JKD 51.52 0.03 1.52 4.82 4.8 9.76 48.73 681k
iShares Morningstar Large Value Index Fund JKF 41.19 0.02 1.74 6.32 4.66 6.9 37.58 753k
9 funds listed.

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
as of Thursday's Close.

Symbol 03/18 03/12 03/05 02/26 02/19 02/11 02/04 01/28 01/21 01/13 01/06 12/29 12/19

JKL 92.8 93.6 93.8 93.9 92.3 92.0 90.6 89.9 86.4 81.2 79.3 82.7 82.6

JKI 86.0 86.9 86.5 85.8 84.1 85.2 81.6 80.4 74.5 72.8 70.3 74.2 73.1

JKJ 83.8 85.8 86.6 84.9 82.8 79.7 74.3 69.9 71.6 69.1 70.8 72.4 70.7

JKG 77.9 76.4 78.6 79.8 78.9 77.4 73.5 65.2 69.4 69.9 66.8 70.9 72.3

JKH 75.5 75.7 76.4 78.2 72.6 68.5 67.7 63.4 62.2 64.2 66.2 68.6 63.9

JKK 75.2 73.2 73.1 68.5 63.1 54.2 53.6 50.9 46.5 49.2 50.9 46.2 41.8

JKE 55.2 56.7 54.0 56.0 58.8 62.3 57.5 62.7 63.6 63.5 68.5 68.7 69.1

JKD 51.5 51.9 53.9 54.5 50.8 52.5 48.9 45.7 41.7 36.7 38.7 42.5 45.8

JKF 41.2 41.6 38.1 38.7 36.6 37.1 38.0 39.0 38.6 33.5 30.5 29.5 31.4

9 funds listed.

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Any symbols marked with * are not shown in the data tables because they are either filtered out
by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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