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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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Leveraged Funds
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Right Column:     
Data Timeliness



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

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Large Growth ETFJKE65.10-1.382.336.05-2.93-6.860.988m
popupiShares Morningstar Large Cap Value ETFJKF63.39-1.091.794.69-2.79-1.18-5.755m
popupiShares Morningstar Mid Cap Growth ETFJKH55.68-1.862.398.39-3.61-8.33-1.642m
popupiShares Morningstar Mid Cap Core ETFJKG45.85-1.261.886.21-2.77-7.37-8.773m
popupiShares Morningstar Mid Cap ValueJKI44.14-1.381.605.23-3.22-6.84-8.212m
popupiShares Morningstar Small Cap Growth ETFJKK37.73-2.112.148.81-6.27-12.68-2.232m
popupiShares Morningstar Large Cap CoreJKD35.02-1.241.903.56-7.82-5.53-8.946m
popupiShares Morningstar Small Cap Core ETfJKJ30.61-1.671.777.82-4.23-12.01-9.52878k
popupiShares Morningstar Small Cap Value ETFJKL27.13-1.421.958.97-5.17-11.49-11.533m
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 Tuesday's Closing data.

Symbol 01/2201/1401/0712/2812/2012/1312/0611/2811/2011/1311/0610/3010/23
JKE 65.162.260.557.153.764.675.578.859.780.184.067.585.8
JKF 63.460.361.263.361.366.875.988.379.585.886.077.771.5
JKH 55.752.641.937.229.236.447.653.342.753.868.456.666.0
JKG 45.942.032.634.633.538.547.555.251.051.046.540.237.8
JKI 44.140.038.437.241.544.650.864.062.369.165.252.648.2
JKK 37.736.326.817.715.723.731.237.629.244.060.853.867.7
JKD 35.031.031.843.444.350.452.765.865.172.577.575.585.0
JKJ 30.626.321.618.619.022.323.835.236.240.143.939.835.5
JKL 27.118.516.714.314.617.521.931.032.137.038.436.633.9

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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