Morningstar Style Funds :: ETFScreen.com

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.

Include:
Short Funds
Leveraged Funds

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Check desired symbols for Comparison Chart or to View Correlations.

Viewing Friday's Closing data.

Name	Symbol	RSf	Rtn-1d	Rtn-5d	Rtn-1mo	Rtn-3mo	Rtn-6mo	Rtn-1yr	$vol-21

iShares Morningstar Small Value Index Fund	JKL	88.49	2.05	3.32	9.26	15.34	16.80	5.17	725k
iShares Morningstar Mid Core Index Fund	JKG	87.54	1.67	2.73	9.31	12.38	17.15	8.04	1m
iShares Morningstar Large Core Index Fund	JKD	83.25	1.38	2.17	5.48	10.70	15.52	6.63	4m
iShares Morningstar Small Growth	JKK	82.38	2.05	3.66	11.34	11.84	14.99	7.12	541k
iShares Morningstar Large Growth Index Fund	JKE	77.14	1.49	2.60	7.16	8.40	12.55	6.71	1m
iShares Morningstar Small Core Index Fund	JKJ	76.03	2.57	3.67	11.05	13.33	13.44	3.26	718k
iShares Morningstar Mid Value Index Fund	JKI	68.65	1.88	2.56	7.55	11.56	13.74	1.61	287k
iShares Morningstar Mid Growth Index Fund	JKH	62.78	1.54	2.90	9.90	7.51	10.14	3.79	832k
iShares Morningstar Large Value Index Fund	JKF	60.32	1.30	1.39	2.74	8.12	10.31	0.99	2m

9 symbols 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

Viewing Friday's Closing data.

Symbol	02/03	01/27	01/20	01/12	01/05	12/28	12/20	12/13	12/06	11/29	11/21	11/14	11/07
JKL	88.5	80.0	79.5	80.6	72.3	74.7	68.6	60.9	64.5	52.0	62.0	57.3	60.9
JKG	87.5	82.3	81.5	83.0	77.8	74.3	69.9	63.3	75.9	67.2	68.4	68.9	74.9
JKD	83.3	82.5	85.3	84.0	85.1	80.2	82.5	80.5	83.9	73.0	73.2	73.0	68.9
JKK	82.4	73.8	69.3	60.7	54.0	59.6	63.1	59.6	73.7	52.8	61.8	70.1	72.0
JKE	77.1	76.2	66.9	70.6	75.9	69.9	74.4	76.7	83.3	73.2	74.4	84.0	79.6
JKJ	76.0	60.0	56.7	55.5	52.4	55.5	55.7	42.1	50.1	38.3	45.8	46.7	48.4
JKI	68.7	61.4	64.7	66.4	61.9	56.9	56.9	49.9	55.8	46.4	48.8	48.0	49.9
JKH	62.8	55.4	53.0	52.9	50.0	45.9	47.7	45.7	58.8	51.7	58.0	64.5	77.2
JKF	60.3	59.4	71.2	74.8	76.3	77.0	73.8	72.0	71.1	56.8	50.9	58.6	57.2

Symbols can be added or removed by changing the list below. Symbols should be separated by a space character. A maximum of 100 symbols can be included. If more than 100 are included then the list will be truncated. Click the Update button to refresh the page.

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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