Premium Access    ETF Search:   

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.

Short Funds
Leveraged Funds
Volume Filter

Right Column:     
Data Timeliness

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

popupiShares Morningstar Large Growth Index FundJKE73.13-0.26-0.261.503.2412.2320.742m
popupiShares Morningstar Small GrowthJKK64.440.240.764.762.8311.4217.09429k
popupiShares Morningstar Mid Growth Index FundJKH63.540.010.512.642.609.2117.78414k
popupiShares Morningstar Large Core Index FundJKD61.11-0.38-0.421.462.527.1919.353m
popupiShares Morningstar Mid Core Index FundJKG50.42-0.120.583.092.955.6114.641m
popupiShares Morningstar Large Value Index FundJKF50.280.031.593.444.445.0415.60956k
popupiShares Morningstar Small Core Index FundJKJ37.780.181.434.301.754.6214.15295k
popupiShares Morningstar Mid Value Index FundJKI37.08-0.080.492.731.773.3114.601m
popupiShares Morningstar Small Value Index FundJKL37.01-0.181.425.233.852.3214.53677k
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 09/2109/1409/0708/3008/2308/1608/0908/0207/2607/1907/1207/0506/27
JKE 73.175.676.276.776.581.779.777.681.079.981.078.280.8
JKK 64.463.357.056.951.152.960.764.678.175.175.478.074.2
JKH 63.564.464.161.759.660.259.762.566.967.268.973.673.8
JKD 61.166.464.967.468.473.572.867.868.766.669.873.572.8
JKG 50.446.639.539.242.946.845.446.047.349.750.149.748.6
JKF 50.340.436.344.647.148.049.846.539.940.041.342.439.3
JKJ 37.829.617.423.425.233.538.441.642.448.848.258.251.2
JKI 37.134.624.528.333.041.843.447.743.547.744.547.848.2
JKL 37.024.913.315.915.525.435.237.534.839.934.440.037.0

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.

What can I do from here -
    This page can be bookmarked to create a customized view.


Important Disclaimer: The information provided by is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security. The owner of assumes no liability resulting from the use of the material contained herein for any purposes, including investment purposes. Privacy Policy Disclaimer/Terms of Use ...

If you have a comment please contact us. Advertise with us Market Data by:On-Demand Financial Market Data by Xignite