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iShares Morningstar Growth ETF (JKE)JKE
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/17/2024: JKE (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 10.41% | Upturn Advisory Performance  3 | Avg. Invested days: 57 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/17/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 10.41% | Avg. Invested days: 57 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/17/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 86826 | Beta 1 |
52 Weeks Range 57.26 - 85.17 | Updated Date 09/19/2024 |
52 Weeks Range 57.26 - 85.17 | Updated Date 09/19/2024 |
AI Summarization
iShares Morningstar Growth ETF (IMGN) Overview:
Profile:
- Focus: Invests in U.S. large-cap growth stocks.
- Asset Allocation: Primarily equities, with a focus on growth-oriented companies.
- Investment Strategy: Follows the Morningstar Growth Large Index, selecting stocks based on a combination of factors like earnings growth, profitability, and valuation.
Objective:
- The ETF seeks long-term capital appreciation.
Issuer:
- iShares by BlackRock:
- Reputation: A leading global asset manager with a strong track record and reputation.
- Reliability: Known for its commitment to transparency and investor protection.
- Management: Experienced team managing over $9 trillion in assets across various investment strategies.
Market Share:
- Holds a significant portion of the U.S. large-cap growth ETF market.
Total Net Assets:
- Approximately $5.6 billion as of October 26, 2023.
Moat:
- Unique Strategies: Employs qualitative and quantitative analysis to identify growth opportunities.
- Superior Management: Experienced portfolio managers with a strong understanding of the growth investing landscape.
- Niche Market Focus: Caters to investors seeking exposure to high-growth companies.
Financial Performance:
- Strong historical performance: Outperformed the S&P 500 index over the past 3 and 5 years.
- Volatility: Higher volatility compared to the broader market.
Benchmark Comparison:
- Outperformed the Morningstar Growth Large Index and the S&P 500 index in recent years.
Growth Trajectory:
- Growing assets under management and experiencing consistent investor demand.
Liquidity:
- Average Trading Volume: High, indicating good liquidity.
- Bid-Ask Spread: Tight, implying low trading costs.
Market Dynamics:
- Economic growth, technological innovation, and investor sentiment towards growth stocks influence the ETF's performance.
Competitors:
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
Expense Ratio:
- 0.15%, considered low for an actively managed ETF.
Investment Approach and Strategy:
- Strategy: Tracks the Morningstar Growth Large Index.
- Composition: Primarily holds large-cap growth stocks across various sectors.
Key Points:
- Provides exposure to high-performing growth stocks.
- Actively managed with a focus on quality growth companies.
- Offers competitive expense ratio and high liquidity.
Risks:
- Volatility: High volatility associated with growth stocks.
- Market Risk: Sensitive to market fluctuations and economic downturns.
- Specific Sector Risk: Concentration in growth stocks could lead to underperformance in certain market conditions.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation.
- Investors comfortable with higher volatility.
- Investors believing in the potential of high-growth companies.
Fundamental Rating Based on AI:
8/10
- Strong financial performance and competitive expense ratio.
- Experienced management team with a proven track record.
- High liquidity and market share.
- Subject to higher volatility and market risks.
Disclaimer: The information presented above is for informational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
Resources:
- iShares Morningstar Growth ETF website: https://www.ishares.com/us/products/239707/ishares-morningstar-growth-etf
- Morningstar: https://www.morningstar.com/etfs/arcx/imgn/quote
- BlackRock: https://www.blackrock.com/us/individual/products/ishares-morningstar-growth-etf
This information is accurate as of October 26, 2023. Please note that 2023 references are based on the date of response, as I am not able to access information after November 2023.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Growth ETF
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Growth IndexSM composed of large- and mid-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- mid capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology. It is non-diversified.
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