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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 Friday's Closing data.

popupiShares Morningstar Large Growth Index FundJKE81.94-
popupiShares Morningstar Large Core Index FundJKD73.680.031.551.863.2512.8222.363m
popupiShares Morningstar Mid Growth Index FundJKH67.01-
popupiShares Morningstar Small GrowthJKK64.720.071.811.332.748.5620.62448k
popupiShares Morningstar Mid Core Index FundJKG53.06-0.101.22-0.010.698.7315.802m
popupiShares Morningstar Mid Value Index FundJKI45.21-0.121.18-1.40-2.123.6219.382m
popupiShares Morningstar Small Core Index FundJKJ42.50-0.250.55-2.46-1.943.1819.35317k
popupiShares Morningstar Large Value Index FundJKF37.710.040.91-0.67-2.515.2013.582m
popupiShares Morningstar Small Value Index FundJKL29.44-0.12-0.06-4.96-6.22-0.2216.432m
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 05/2605/1905/1205/0504/2804/2104/1304/0603/3003/2303/1603/0903/02
JKE 81.978.
JKD 73.772.476.477.976.981.683.681.779.781.581.288.281.0
JKH 67.070.365.569.163.464.558.353.956.061.859.761.055.9
JKK 64.765.370.672.865.765.156.953.661.352.961.558.262.8
JKG 53.152.855.757.360.771.268.565.160.959.663.868.365.6
JKJ 42.550.658.067.373.278.964.565.468.056.668.565.175.5
JKF 37.738.142.747.245.449.251.253.354.753.664.580.777.7
JKL 29.436.040.853.860.379.466.975.772.360.675.672.186.3

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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