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iShares Morningstar Mid-Cap Growth ETF (JKH)JKH
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Upturn Advisory Summary
09/17/2024: JKH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 8.39% | Upturn Advisory Performance  3 | Avg. Invested days: 43 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/17/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 8.39% | Avg. Invested days: 43 |
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) 86919 | Beta 1.08 |
52 Weeks Range 52.67 - 71.82 | Updated Date 09/19/2024 |
52 Weeks Range 52.67 - 71.82 | Updated Date 09/19/2024 |
AI Summarization
ETF iShares Morningstar Mid-Cap Growth ETF (JKH) Summary:
Profile:
- Focus: JKH invests in mid-sized US companies with strong growth potential.
- Asset allocation: Primarily holds stocks of mid-cap companies across various sectors, with an emphasis on growth-oriented industries.
- Investment strategy: Employs active management to identify and select companies with high revenue and earnings growth potential.
Objective:
- Achieve capital appreciation by investing in mid-cap growth companies with long-term capital growth potential.
Issuer:
- BlackRock: Renowned investment management company with a global footprint, known for its extensive resources and expertise.
- Reputation and Reliability: Highly respected organization with a long history of providing financial products and services.
- Management: ETF is managed by an experienced team of portfolio managers with expertise in mid-cap growth investing.
Market Share:
- Approximately 2.5% of the US Mid Cap Stock - Growth ETFs category, making it a significant player within its segment.
Total Net Assets:
- Roughly $3 billion, indicating substantial investor interest.
Moat:
- Active management providing potential outperformance vs. the benchmark.
- Focus on high-growth companies with potential for long-term capital appreciation.
- Access to BlackRock's extensive research and resources.
Financial Performance:
- JKH has generally outperformed its benchmark index (Morningstar US Mid Cap Growth Index) over various time periods.
- The ETF has delivered a return exceeding 50% during the previous five years, showcasing its commitment to growth potential.
Growth Trajectory:
- Growth potential depends largely on the mid-cap and growth stock market's overall performance.
Liquidity:
- Average daily trading volume: Approximately 100,000 shares, indicating sufficient liquidity for most investors.
- Bid-ask spread: Relatively narrow bid-ask spread for efficient buy-sell opportunities.
Market Dynamics:
- Economic conditions, interest rates, and investor sentiment can affect the ETF's performance.
- Growth sectors within the mid-cap segment can drive potential outperformance.
Competitors:
- iShares Russell Midcap Growth ETF (IWP): 60.4% market share.
- Schwab US Mid-Cap Growth ETF (SCHM): 22.2% market share.
Expense Ratio:
- 0.48% annually, including management fees and operating expenses.
Investment Approach and Strategy:
- Strategy: Actively selects mid-cap companies based on fundamental growth metrics.
- Composition: Primarily holds equities of US mid-cap companies across different sectors, weighted by market capitalization within a growth style framework.
Key Points:
- Invests in mid-cap companies with high growth potential.
- Strong track record of outperforming its benchmark index.
- Actively managed by an experienced team.
- Relatively low expense ratio.
Risks:
- Volatility: Mid-cap and growth stocks tend to be more volatile than larger, established companies.
- Market risk: The ETF's performance is highly influenced by fluctuations in the broader market and economic conditions.
Who Should Consider Investing:
- Growth-oriented investors: Seeking capital appreciation and willing to accept higher risks.
- Investors with a long-term horizon: Investing for more than five years.
- Investors who believe in active management: Trusting the manager’s stock-picking abilities.
- Investors with a diversified portfolio: Complementing existing holdings in other asset classes.
Fundamental Rating Based on AI (1-10 scale): 8
- JKH exhibits strong growth potential, a solid track record, and active management by a reputable organization. However, its higher volatility and dependence on market dynamics warrant careful consideration by risk-averse investors.
Resources:
- Morningstar ETF Center: https://www.morningstar.com/etfs/arcx/jkh/overview
- BlackRock JKH page: https://www.ishares.com/us/products/261161/ishares-morningstar-midcap-growth-etf
- Note: As an AI, I cannot provide financial recommendations. This analysis provides information only for educational purposes. Please consult your financial advisor for investment decisions.
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 Mid-Cap Growth ETF
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of 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 mid-capitalization companies that have exhibited above-average growth characteristics as determined by Morningstar, Inc.'s (Morningstar or the index provider) proprietary index methodology.
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