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Morningstar Style Funds

     Description (show/hide)
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
Volume Filter

Right Column:     
Data Timeliness



Check desired symbols for Comparison Chart or to View Correlations.
 
Viewing Thursday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Small Value Index FundJKL86.91-0.61-0.931.227.2614.6042.152m
popupiShares Morningstar Mid Value Index FundJKI78.70-0.33-0.301.906.3713.1435.112m
popupiShares Morningstar Small Core Index FundJKJ74.29-0.73-0.512.056.1310.4734.22922k
popupiShares Morningstar Large Core Index FundJKD72.230.231.034.768.7410.2928.083m
popupiShares Morningstar Large Value Index FundJKF71.950.180.813.828.4611.5627.871m
popupiShares Morningstar Mid Core Index FundJKG63.61-0.290.483.548.207.5826.913m
popupiShares Morningstar Small GrowthJKK63.06-1.20-1.181.915.536.0531.95451k
popupiShares Morningstar Mid Growth Index FundJKH51.83-0.370.402.856.125.8426.34354k
popupiShares Morningstar Large Growth Index FundJKE47.55-0.380.243.417.775.8818.415m
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 Thursday's Closing data.

Symbol 02/2302/1502/0802/0101/2501/1801/1001/0312/2312/1612/0912/0211/25
JKL 86.989.489.290.591.491.392.092.191.691.592.191.491.4
JKI 78.781.983.484.886.586.486.987.287.987.388.690.990.0
JKJ 74.380.481.682.884.384.085.986.286.185.987.985.587.1
JKD 72.268.665.967.666.067.868.969.071.971.468.673.070.8
JKF 72.065.967.069.873.571.576.280.380.880.478.579.676.7
JKG 63.663.265.463.364.964.863.863.163.763.567.663.365.1
JKK 63.175.576.774.970.473.172.162.566.465.471.160.773.1
JKH 51.854.665.056.258.757.856.649.953.755.556.250.961.0
JKE 47.649.847.644.543.846.347.240.947.545.942.033.741.1

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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