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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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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 Large Growth Index FundJKE81.020.021.342.249.3416.6719.982m
popupiShares Morningstar Small GrowthJKK75.16-0.240.722.878.6212.2118.76453k
popupiShares Morningstar Mid Growth Index FundJKH67.63-0.060.532.046.9012.1015.621m
popupiShares Morningstar Large Core Index FundJKD66.80-0.280.221.035.5111.0219.703m
popupiShares Morningstar Mid Core Index FundJKG47.62-0.130.262.003.178.1213.232m
popupiShares Morningstar Small Core Index FundJKJ46.93-0.550.382.182.494.9216.35311k
popupiShares Morningstar Mid Value Index FundJKI45.34-0.090.112.232.603.9017.312m
popupiShares Morningstar Large Value Index FundJKF39.41-0.210.070.792.803.6111.37699k
popupiShares Morningstar Small Value Index FundJKL36.92-0.590.303.87-0.340.1215.99878k
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 07/2107/1407/0706/2906/2206/1506/0806/0105/2405/1705/1005/0304/26
JKE 81.080.279.680.585.383.583.779.779.076.977.580.470.6
JKK 75.275.477.276.279.766.972.966.868.166.373.066.662.4
JKH 67.667.871.672.175.271.970.068.167.767.665.867.162.2
JKD 66.868.073.673.977.076.675.773.372.772.574.875.878.4
JKG 47.650.049.948.849.951.549.654.052.652.556.560.260.0
JKJ 46.949.054.954.350.752.951.145.845.850.765.970.077.3
JKI 45.348.345.346.645.244.542.748.147.143.856.057.868.9
JKF 39.439.841.840.139.036.733.235.038.036.646.047.252.3
JKL 36.939.637.539.131.635.532.232.833.231.051.858.574.6

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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