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Upturn AI SWOT - About
iShares Morningstar Growth ETF (JKE)
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Upturn Advisory Summary
03/26/2025: JKE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 8.96% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/26/2025 |
Key Highlights
Volume (30-day avg) 84154 | Beta 1 | 52 Weeks Range 70.48 - 94.61 | Updated Date 03/28/2025 |
52 Weeks Range 70.48 - 94.61 | Updated Date 03/28/2025 |
Upturn AI SWOT
iShares Morningstar Growth ETF
ETF Overview
Overview
The iShares Morningstar Growth ETF (IVF) seeks to track the investment results of an index composed of U.S. companies with high growth characteristics. It focuses on companies expected to exhibit above-average growth potential, targeting long-term capital appreciation.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a dedicated team of investment professionals with expertise in portfolio management and ETF operations.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstar US Growth Index, which measures the performance of U.S. stocks exhibiting growth characteristics.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of the Morningstar US Growth Index. It invests primarily in U.S. growth stocks.
Composition The ETF holds a diversified portfolio of U.S. stocks selected based on their growth characteristics, focusing on sectors and companies with high growth potential.
Market Position
Market Share: The iShares Morningstar Growth ETF's market share within the growth ETF sector is moderate.
Total Net Assets (AUM): 614700000
Competitors
Key Competitors
- VUG
- SCHG
- IWF
Competitive Landscape
The growth ETF market is highly competitive, with several large players. IVF offers a distinct investment approach based on Morningstar's proprietary growth factor methodology. Compared to its competitors, IVF distinguishes itself with its focus on growth companies identified using Morningstaru2019s methodology, potentially offering a different risk/return profile. One disadvantage can be the smaller AUM and lower liquidity compared to more popular ETFs such as VUG.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. Please refer to them for numerical performance figures.
Benchmark Comparison: The ETF's performance should be compared to the Morningstar US Growth Index to assess its tracking effectiveness.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume is sufficient for most investors. Please refer to financial data providers for the actual figures.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity, but can vary based on market conditions. Check with your brokerage for the actual value.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks can significantly impact IVF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of the U.S. growth stock market and any changes to the underlying index methodology. Currently, no changes were identified to the index methodology or the underlying investment strategy.
Moat and Competitive Advantages
Competitive Edge
iShares Morningstar Growth ETF's competitive advantage lies in its use of Morningstar's growth factor methodology to identify high-growth companies. The Morningstar's growth ratings is based on historical results. Its low expense ratio enhances its attractiveness, particularly for long-term investors. However the AUM is still relatively small.
Risk Analysis
Volatility
The ETF is expected to exhibit higher volatility than broad market ETFs, due to its focus on growth stocks.
Market Risk
The ETF is exposed to market risk, particularly the risk of declines in the value of growth stocks, and concentration risk within the technology and consumer discretionary sectors.
Investor Profile
Ideal Investor Profile
The iShares Morningstar Growth ETF is suitable for investors seeking long-term capital appreciation through exposure to U.S. growth stocks and who are comfortable with higher volatility.
Market Risk
This ETF is more suitable for long-term investors with a higher risk tolerance and a focus on growth potential.
Summary
The iShares Morningstar Growth ETF offers targeted exposure to U.S. companies exhibiting high growth characteristics, utilizing Morningstar's proprietary methodology. Its low expense ratio and diversification make it an attractive option for long-term investors. However, its focus on growth stocks means higher volatility should be expected. Investors should carefully consider their risk tolerance and investment goals before investing.
Similar Companies
- VUG
- SCHG
- IWF
- QQQ
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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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