Ishares Morningstar Small Cap Etf Profile
| JKJ Etf | USD 64.38 0.83 1.31% |
PerformanceFair
| Odds Of DistressLow
|
IShares Morningstar is selling for 64.38 as of the 27th of October 2025. This is a 1.31 percent increase since the beginning of the trading day. The etf's last reported lowest price was 63.58. IShares Morningstar has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat fair performance during the last 90 days. The performance scores are derived for the period starting the 29th of July 2025 and ending today, the 27th of October 2025. Click here to learn more.
The investment seeks to track the investment results of the Morningstar US Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. ISHARES MORNINGSTAR is traded on NYSEARCA Exchange in the United States. More on iShares Morningstar Small Cap
Moving together with IShares Etf
| 0.92 | VB | Vanguard Small Cap | PairCorr |
| 0.89 | IJR | iShares Core SP | PairCorr |
| 0.92 | IWM | iShares Russell 2000 | PairCorr |
| 0.92 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.92 | VTWO | Vanguard Russell 2000 | PairCorr |
| 0.84 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Business Concentration | Small Blend, iShares (View all Sectors) |
| Country Name | USA |
| Returns Y T D | 11.8 |
| Name | iShares Morningstar Small-Cap ETF |
| Currency Code | USD |
| In Threey Volatility | 20.17 |
| 1y Volatility | 18.62 |
| 200 Day M A | 195.94 |
| 50 Day M A | 225.08 |
| Code | JKJ |
| Updated At | 27th of October 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.59 |
| Type | ETF |
iShares Morningstar Small Cap [JKJ] is traded in USA and was established 2004-06-28. The fund is classified under Small Blend category within iShares family. iShares Morningstar currently have 241.22 M in assets under management (AUM). , while the total return for the last 3 years was 14.9%.
Check IShares Morningstar Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Morningstar Small Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Morningstar Small Cap Etf Constituents
| CIEN | Ciena Corp | Stock | Information Technology | |
| MD | Mednax Inc | Stock | Health Care | |
| CC | Chemours Co | Stock | Materials | |
| CUBE | CubeSmart | Stock | Real Estate | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| HAE | Haemonetics | Stock | Health Care | |
| BERY | Berry Global Group | Stock | Materials | |
| MMS | Maximus | Stock | Industrials |
iShares Morningstar Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Morningstar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7804 | |||
| Semi Deviation | 0.806 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
iShares Morningstar Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Morningstar Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Morningstar price patterns.
IShares Morningstar Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Morningstar Small Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of iShares Morningstar is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Morningstar's value that differs from its market value or its book value, called intrinsic value, which is IShares Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Morningstar's market value can be influenced by many factors that don't directly affect IShares Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.