[JKE] iShares Morningstar Large Growth

Overview

Type of security: Fund

Tags: Country, Equity, ETF, Growth, Index Based, Large-cap, Not Inversed, Stocks, U.S., Unleveraged

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Price: 122.37 Change: 0.22 (0.18%)

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Strongest Trends Summary For JKE

JKE is in the medium-term up 3% in 2 weeks and up 10% in 3 months. In the long-term down -6% below S&P in 2 years and up 208% in 11 years.

Horizon: 3 hours | 2 days | 5 days | 10 days | 1 month | 6 months | 1 year | 2 years | 5 years | max

Chart type: absolute | relative to S&P

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Description: The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology. The fund is non-diversified.

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Technical Data
High 52 week129.63 Low 52 week103.75 Last close129.62 Last change0.26%
RSI90.35 Average true range0.67 Beta0.94 Volume21.44 K
Simple moving average 20 days2.13% Simple moving average 50 days4.05% Simple moving average 200 days7.32%
Performance Data
Performance Week1.26% Performance Month4.02% Performance Quart8.92% Performance Half5.97%
Performance Year19.12% Performance Year-to-date7.11% Volatility daily0.32% Volatility weekly0.72%
Volatility monthly1.47% Volatility yearly5.09% Relative Volume202.83% Average Volume30.23 K
New High New Low
Funds Characteristics
30-day SEC yield Average market capitalization Average weighted market capitalization Forward P/E
Gross expense ratio Index dividend yield Median market cap Number of holdings114
Price to Book Value 6.38 Price to Earnings28.67 Total expense ratio0.25% Total net assets527.89 M
Weighted market capitalization

Info

Characteristics:
NAME VALUE
Total Expense Ratio0,25
Number Of Holdings114
Total Net Assets527 890 227,00
P/E Ratio28,67
P/Bv Ratio6,38
Top Holdings:
NAME VALUE
Apple Inc9,36
Google Inc Class A6,15
Coca-cola Ord2,86
Oracle Corp2,77
Qualcomm Inc2,61
Walt Disney Co2,55
Comcast Corp Cl A2,55
Schlumberger Ltd2,49
Amazon.com Inc2,45
Home Depot Inc2,18
Sector Breakdown:
NAME VALUE
Technology26,68
Consumer Services21,04
Industrials11,83
Consumer Goods8,8
Oil Gas8,29
Financials6,18
Healthcare5,71
Others4,2
Consumer Cyclical3,45
Health Care2,04
Financial Services1,78