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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.



Include:
Short Funds
Leveraged Funds
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Right Column:     
Data Timeliness



Check desired symbols for Comparison Chart or to View Correlations.
 
Viewing data as of 2018-09-18 4:01 pm ET (10 min updates).

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares Morningstar Small GrowthJKK92.880.87-0.673.984.3113.0429.12714k
popupiShares Morningstar Mid Growth Index FundJKH91.250.410.074.014.9810.0325.941m
popupiShares Morningstar Large Growth Index FundJKE90.170.890.673.113.759.4326.942m
popupiShares Morningstar Large Core Index FundJKD76.540.440.572.127.677.4113.152m
popupiShares Morningstar Large Value Index FundJKF69.290.431.151.406.235.6312.68709k
popupiShares Morningstar Small Core Index FundJKJ63.860.360.020.030.456.8815.12411k
popupiShares Morningstar Mid Core Index FundJKG63.460.460.400.963.534.5212.461m
popupiShares Morningstar Mid Value Index FundJKI63.050.470.560.632.715.0912.412m
popupiShares Morningstar Small Value Index FundJKL62.240.390.10-0.011.278.0411.69726k
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 2018-09-18 4:01 pm ET (10 min updates).

Symbol 09/1809/1109/0408/2708/2008/1308/0607/3007/2307/1607/0906/2906/22
JKK 92.994.193.992.892.793.391.991.094.693.894.492.793.3
JKH 91.391.091.790.586.588.887.686.790.990.388.189.087.7
JKE 90.289.589.989.988.190.691.091.793.294.691.994.392.6
JKD 76.573.874.467.566.164.866.867.259.957.560.352.752.9
JKF 69.365.263.665.964.963.265.061.258.658.455.256.752.8
JKJ 63.967.869.171.275.175.874.173.279.375.781.479.481.2
JKG 63.562.761.664.265.564.565.563.566.864.766.364.165.7
JKI 63.162.561.764.765.964.163.364.062.963.568.266.769.5
JKL 62.265.065.571.173.974.370.672.372.467.377.775.279.0

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.

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