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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 Thursday's Closing data.

popupiShares Morningstar Mid Cap Growth ETFJKH94.990.360.373.678.7624.8713.784m
popupiShares Morningstar Large Growth ETFJKE86.73-0.11-0.683.416.2417.939.103m
popupiShares Morningstar Mid Cap Core ETFJKG69.380.250.291.771.3515.316.12983k
popupiShares Morningstar Large Cap Value ETFJKF69.140.830.413.032.9011.598.952m
popupiShares Morningstar Large Cap CoreJKD68.550.420.032.002.0215.928.221m
popupiShares Morningstar Small Cap Growth ETFJKK62.480.510.652.073.4514.620.171m
popupiShares Morningstar Mid Cap ValueJKI40.940.35-
popupiShares Morningstar Small Cap Core ETfJKJ37.940.210.040.920.549.91-3.11332k
popupiShares Morningstar Small Cap Value ETFJKL12.630.21-0.270.09-5.101.88-9.661m
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 07/1807/1107/0306/2606/1906/1206/0505/2905/2105/1405/0704/3004/23
JKH 95.094.894.493.894.894.691.989.795.394.895.094.892.3
JKE 86.790.085.388.487.484.475.786.090.084.789.391.087.2
JKG 69.468.574.574.176.967.967.154.866.271.581.983.285.4
JKF 69.167.567.867.862.
JKD 68.671.772.
JKK 62.552.651.545.255.138.342.440.050.748.880.880.074.4
JKI 40.942.448.739.641.831.937.329.536.239.443.152.153.9
JKJ 37.938.248.238.443.131.730.027.032.435.852.759.452.2
JKL 12.612.617.213.617.013.715.113.015.419.629.931.830.7

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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