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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
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Right Column:     
Data Timeliness



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

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Large Cap Value ETFJKF82.44-0.65-3.02-0.83-1.951.995.901m
popupiShares Morningstar Large Growth ETFJKE75.64-0.63-4.89-4.96-5.91-0.8111.115m
popupiShares Morningstar Large Cap CoreJKD63.01-0.83-3.75-4.68-4.210.303.184m
popupiShares Morningstar Mid Cap ValueJKI61.28-0.70-2.01-0.50-3.98-2.374.381m
popupiShares Morningstar Mid Cap Core ETFJKG49.36-0.28-2.63-2.16-5.79-2.411.131m
popupiShares Morningstar Mid Cap Growth ETFJKH47.12-0.83-4.83-6.45-8.56-4.085.543m
popupiShares Morningstar Small Cap Growth ETFJKK35.38-1.37-6.86-8.51-11.70-7.055.09802k
popupiShares Morningstar Small Cap Core ETfJKJ35.00-0.87-3.57-3.02-9.15-6.761.60648k
popupiShares Morningstar Small Cap Value ETFJKL34.23-0.71-3.27-4.29-9.33-5.71-0.22801k
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 11/1411/0710/3110/2410/1710/1010/0309/2609/1909/1209/0508/2808/21
JKF 82.486.379.565.180.583.974.868.774.364.964.365.864.0
JKE 75.690.481.766.390.483.892.292.391.490.087.789.187.3
JKD 63.080.676.769.987.990.386.781.881.372.775.067.765.7
JKI 61.370.951.647.446.154.557.957.962.161.163.364.266.1
JKG 49.457.247.536.044.651.861.062.763.262.163.065.366.0
JKH 47.175.360.351.982.474.589.390.990.590.790.691.187.5
JKK 35.474.655.149.382.264.488.393.392.493.693.593.593.7
JKJ 35.047.039.531.037.638.654.059.959.867.166.771.378.0
JKL 34.242.837.131.538.656.755.458.159.963.865.470.877.0

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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