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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.

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Data Timeliness

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

popupiShares Morningstar Large Growth Index FundJKE71.84-0.16-0.313.143.2512.2622.122m
popupiShares Morningstar Mid Growth Index FundJKH63.
popupiShares Morningstar Small GrowthJKK62.83-0.140.506.123.2111.2617.83424k
popupiShares Morningstar Large Core Index FundJKD62.07-0.16-0.032.752.957.4121.073m
popupiShares Morningstar Mid Core Index FundJKG50.350.090.664.083.125.7416.061m
popupiShares Morningstar Large Value Index FundJKF48.680.181.664.254.265.0216.73855k
popupiShares Morningstar Small Value Index FundJKL38.490.531.306.484.582.8716.11679k
popupiShares Morningstar Small Core Index FundJKJ37.170.441.094.962.075.2315.19372k
popupiShares Morningstar Mid Value Index FundJKI36.890.090.723.682.203.4616.461m
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 Wednesday's Closing data.

Symbol 09/2009/1309/0608/2908/2208/1508/0808/0107/2507/1807/1107/0306/26
JKE 71.876.877.073.978.282.178.777.981.080.679.576.982.8
JKH 63.065.764.557.859.758.859.766.370.466.169.070.874.9
JKK 62.863.762.554.052.553.365.068.779.274.372.975.481.1
JKD 62.167.365.267.569.475.268.864.469.567.470.774.973.7
JKG 50.346.240.938.443.946.445.047.248.449.749.649.349.6
JKF 48.739.239.544.247.149.946.146.940.539.541.342.638.7
JKL 38.527.320.016.115.623.537.638.439.037.736.142.135.9
JKI 36.933.830.529.135.341.445.246.846.446.645.849.548.3

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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