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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 Friday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Mid Value Index FundJKI90.13-0.43-1.823.8611.9327.5638.27762k
popupiShares Morningstar Large Core Index FundJKD87.100.15-0.764.0913.1823.7333.621m
popupiShares Morningstar Small Value Index FundJKL81.56-0.14-1.473.389.0923.7333.271m
popupiShares Morningstar Small Core Index FundJKJ80.12-0.25-1.744.309.8623.9230.52450k
popupiShares Morningstar Mid Core Index FundJKG79.68-0.46-1.923.7010.2621.9030.44741k
popupiShares Morningstar Large Value Index FundJKF75.79-0.17-0.713.8711.0520.6128.69606k
popupiShares Morningstar Small GrowthJKK70.25-0.21-1.355.058.5021.5226.57244k
popupiShares Morningstar Mid Growth Index FundJKH68.44-0.43-2.013.329.4919.3624.73514k
popupiShares Morningstar Large Growth Index FundJKE56.84-0.04-1.284.569.6313.9919.622m
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 05/2405/1705/1005/0304/2604/1904/1204/0503/2803/2103/1403/0702/28
JKI 90.190.089.090.689.889.491.491.191.891.791.089.288.1
JKD 87.186.785.786.487.086.886.087.480.676.176.576.775.1
JKL 81.680.683.082.382.279.687.384.090.891.289.888.388.0
JKJ 80.183.881.377.274.171.979.878.285.786.685.380.478.1
JKG 79.779.781.279.478.078.183.483.285.484.083.580.878.9
JKF 75.870.764.062.569.071.570.171.468.970.071.572.969.6
JKK 70.368.263.660.060.056.663.160.373.074.477.274.870.8
JKH 68.469.866.560.860.864.465.863.568.666.572.267.963.1
JKE 56.857.756.055.552.550.353.250.253.748.349.045.744.4

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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