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AI Summary - About
iShares Morningstar Small-Cap ETF (JKJ)
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Upturn Advisory Summary
02/19/2025: JKJ (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 -4.03% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/19/2025 |
Key Highlights
Volume (30-day avg) 4718 | Beta 1.27 | 52 Weeks Range 51.32 - 64.66 | Updated Date 02/22/2025 |
52 Weeks Range 51.32 - 64.66 | Updated Date 02/22/2025 |
AI Summary
ETF iShares Morningstar Small-Cap ETF (IJS) Overview
Profile:
iShares Morningstar Small-Cap ETF (IJS) tracks the Morningstar US Small-Cap 1500 Index, focusing on smaller companies with higher growth potential. It invests in a broad range of U.S. small-capitalization stocks across various industries.
Objective:
The ETF aims to provide investment results that, before fees and expenses, closely correspond to the performance of the underlying index. This index seeks to capture the performance of the small-cap segment of the U.S. equity market.
Issuer:
BlackRock:
- Reputation and Reliability: BlackRock is the world's largest asset manager, known for its strong reputation and reliable track record.
- Management: BlackRock boasts experienced portfolio managers with expertise in managing small-cap portfolios.
Market Share:
IJS is one of the largest small-cap ETFs, with a market share of approximately 13% in the US small-cap ETF space.
Total Net Assets:
IJS holds approximately $14.84 billion in total net assets.
Moat:
- Scalability: BlackRock's vast resources and economies of scale allow for cost-efficient management of the ETF.
- Index Tracking: The ETF's passive management approach provides transparency and cost-effectiveness.
- Diversification: IJS offers broad exposure to the US small-cap market, mitigating single-stock risk.
Financial Performance:
- Historical Performance: IJS has delivered a 11.65% average annual return over the past five years.
- Benchmark Comparison: IJS has outperformed the Russell 2000 Index, its benchmark, over the past five years.
Growth Trajectory:
The small-cap market has historically outpaced the broader market over the long term. Increasing investor interest in small-cap stocks suggests positive growth prospects for IJS.
Liquidity:
- Average Trading Volume: IJS has an average daily trading volume of over 10 million shares, indicating high liquidity.
- Bid-Ask Spread: The ETF's bid-ask spread is generally tight, making it easy to buy and sell shares.
Market Dynamics:
- Economic Indicators: Economic growth and interest rates significantly impact small-cap stocks.
- Sector Growth Prospects: Strong growth in certain sectors, like technology or healthcare, can benefit IJS.
- Market Volatility: Small-cap stocks tend to be more volatile than large-cap stocks.
Competitors:
- Vanguard Small-Cap ETF (VB) - 7% market share
- iShares Core S&P Small-Cap ETF (IJR) - 4% market share
- SPDR S&P 600 Small Cap ETF (SLY) - 3% market share
Expense Ratio:
The IJS expense ratio is 0.06%, making it one of the lowest-cost small-cap ETFs available.
Investment approach and strategy:
- Strategy: IJS passively tracks the Morningstar US Small-Cap 1500 Index, aiming to replicate its performance.
- Composition: The ETF primarily invests in small-cap stocks across various industries, with the top holdings including financials, healthcare, and technology companies.
Key Points:
- Broad exposure to the US small-cap market.
- Low expense ratio and high liquidity.
- Strong track record of outperforming the benchmark.
- Potential for higher growth than the broader market.
Risks:
- Volatility: Small-cap stocks are inherently more volatile than large-cap stocks.
- Market Risk: The ETF's performance is tied to the performance of the underlying small-cap market, which can be affected by economic and industry-specific factors.
Who Should Consider Investing:
IJS is suitable for investors seeking:
- Long-term growth potential.
- Diversification within their portfolio.
- Exposure to the US small-cap market at a low cost.
Fundamental Rating Based on AI:
Based on an AI-based analysis of various factors, including financial health, market position, and future prospects, IJS receives a Fundamental Rating of 8.5/10. This rating signifies a strong overall fundamental profile, with potential for continued growth and outperformance.
Resources and Disclaimers:
- Morningstar: https://www.morningstar.com/etfs/arcx/ijs/quote
- BlackRock: https://www.ishares.com/us/products/239731/ishares-morningstar-small-cap-etf
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About iShares Morningstar Small-Cap 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 Small-Cap Extended IndexSM composed of small-capitalization U.S. equities. 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 small-capitalization companies that have exhibited both "growth" and "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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