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Morningstar Style Funds

     Description (show/hide)
The Morningstar "Style" funds break the market into 9 segments which can be pictured as a 3x3 cube with capitalization on one axis and value/growth on the other. This convenient group of ETF's demonstrates how the various segments of the market are performing.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows.

Short Funds
Leveraged Funds
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Data Timeliness

Check desired symbols for Comparison Chart or to View Correlations.
Viewing Friday's Closing data.

popupiShares Morningstar Mid Cap Growth ETFJKH92.51-2.75-6.42-1.100.8228.4330.969m
popupiShares Morningstar Small Cap Growth ETFJKK90.69-2.20-5.340.932.9530.8222.622m
popupiShares Morningstar Large Growth ETFJKE89.81-2.36-5.67-5.460.3721.6431.579m
popupiShares Morningstar Large Cap CoreJKD76.03-1.39-5.65-3.93-0.3018.8310.782m
popupiShares Morningstar Mid Cap Core ETFJKG62.15-1.26-5.60-1.990.5619.68-0.361m
popupiShares Morningstar Small Cap Core ETfJKJ34.82-1.24-5.930.571.4917.21-10.40320k
popupiShares Morningstar Mid Cap ValueJKI28.260.08-5.721.791.8817.26-15.001m
popupiShares Morningstar Small Cap Value ETFJKL26.89-0.45-6.622.223.2717.56-17.50417k
popupiShares Morningstar Large Cap Value ETFJKF19.78-0.39-5.71-3.15-2.544.26-12.541m
9 symbols listed

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
Viewing Friday's Closing data.

Symbol 10/3010/2310/1610/0910/0209/2509/1809/1109/0308/2708/2008/1308/06
JKH 92.592.892.992.291.091.686.988.289.388.889.790.590.4
JKK 90.790.891.390.988.684.980.280.681.682.285.387.287.4
JKE 89.891.091.191.492.693.391.493.093.993.792.491.291.4
JKJ 34.855.055.758.253.227.837.227.523.731.123.343.726.9
JKI 28.341.733.539.229.421.525.920.418.419.216.721.717.3
JKL 26.948.744.245.532.817.720.716.114.816.814.425.415.4
JKF 19.820.924.925.521.523.723.022.723.522.721.020.420.3

Symbols can be added or removed by changing the list below. Symbols should be separated by a space character. A maximum of 100 symbols can be included. If more than 100 are included then the list will be truncated. Click the Update button to refresh the page.

Any symbols marked with * are not shown in the data tables because they are either filtered out
by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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