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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 data as of 2017-05-23 10:24 am ET (10 min updates).

popupiShares Morningstar Large Growth Index FundJKE78.39-
popupiShares Morningstar Large Core Index FundJKD73.660.19-0.021.443.2012.6723.593m
popupiShares Morningstar Mid Growth Index FundJKH67.82-0.390.161.863.6911.0118.17569k
popupiShares Morningstar Small GrowthJKK63.66-0.21-0.951.451.519.2622.23430k
popupiShares Morningstar Mid Core Index FundJKG52.40-0.18-0.28-0.470.289.4217.092m
popupiShares Morningstar Small Core Index FundJKJ46.49-0.28-0.97-1.71-2.154.9921.75331k
popupiShares Morningstar Mid Value Index FundJKI43.71-0.29-0.71-1.75-2.894.7820.672m
popupiShares Morningstar Large Value Index FundJKF38.010.00-0.74-0.76-2.815.9815.312m
popupiShares Morningstar Small Value Index FundJKL33.57-0.03-0.89-4.43-5.942.4119.87884k
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 data as of 2017-05-23 10:24 am ET (10 min updates).

Symbol 05/2305/1605/0905/0204/2504/1804/1004/0303/2703/2003/1303/0602/27
JKE 78.476.878.680.168.467.859.463.961.160.070.561.651.4
JKD 73.773.877.176.478.383.682.380.778.879.485.784.976.8
JKH 67.866.164.563.261.560.756.256.956.457.260.558.655.5
JKK 63.769.070.967.264.851.354.960.953.
JKG 52.453.756.058.062.669.367.361.458.262.564.767.366.3
JKJ 46.553.960.671.077.270.868.061.454.963.361.270.876.9
JKI 43.750.054.357.769.
JKF 38.040.944.545.
JKL 33.638.250.756.874.977.278.968.956.

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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