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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 Monday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Large Core Index FundJKD78.81-0.04-0.83-0.125.9211.3622.403m
popupiShares Morningstar Mid Value Index FundJKI61.18-0.15-1.62-2.78-0.1210.6521.403m
popupiShares Morningstar Large Growth Index FundJKE61.110.01-0.950.357.027.3913.212m
popupiShares Morningstar Mid Core Index FundJKG58.23-0.22-1.49-1.624.297.7717.033m
popupiShares Morningstar Mid Growth Index FundJKH56.38-0.42-1.24-0.745.786.2016.12406k
popupiShares Morningstar Small Value Index FundJKL55.97-0.11-2.71-4.51-2.2310.4023.192m
popupiShares Morningstar Small Core Index FundJKJ54.87-0.37-2.10-3.19-0.647.8022.00707k
popupiShares Morningstar Small GrowthJKK53.02-0.69-2.90-2.422.873.7121.49449k
popupiShares Morningstar Large Value Index FundJKF47.87-0.19-2.07-2.270.509.4417.121m
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 Monday's Closing data.

Symbol 03/2703/2003/1303/0602/2702/1702/1002/0301/2701/2001/1201/0512/28
JKD 78.879.485.784.976.870.464.165.567.769.566.765.872.1
JKI 61.263.971.779.580.580.982.584.984.686.286.786.586.7
JKE 61.160.070.561.651.449.947.244.447.243.545.340.145.2
JKG 58.262.564.767.366.365.467.264.967.064.363.962.762.5
JKH 56.457.260.558.655.558.565.259.560.357.356.246.250.3
JKL 56.072.266.182.788.088.790.590.990.691.291.392.291.1
JKJ 54.963.361.270.876.979.383.184.783.883.884.284.986.5
JKK 53.062.059.064.267.476.079.677.574.069.972.164.564.0
JKF 47.957.874.976.471.967.964.470.472.273.574.077.180.1

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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