JKL ETF Research - iShares Morningstar Small Value Index Fund

iShares Morningstar Small Value Index Fund (jkl)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 94

Threats + Weaknesses = 54

When strengths & opportunities substantially exceed threats & weaknesses an investment in the jkl ETF has great long term potential.

ETF Description Update

iShares Morningstar Small Value (JKL) Description: JKL is an exchange trading fund (ETF), which is a security that tracks a basket of assets, but trades like a stock. JKL exchange trading fund (ETF) tracks the Morningstar Small Value; this equity index measures the performance of small cap stocks that have exhibited above-average value characteristics. iShares Morningstar Small Value (JKL) falls under the Small Cap Value Equities category. JKL's dividend yield is roughly 1.31%, it has an expense ratio of 0.3%, and is in the equity ETF asset class. iShares Morningstar Small Value (JKL) focuses its investments in the U.S. region of the world. JKL does not use leverage and JKL's performance is meant to match its benchmark. The JKL ETF is not affiliated with a particular ETF sector. An investor can find JKL's top holdings, fundamental analysis, and fund ratings on the left side of the screen. The right side features JKL's technical analysis chart and long term fund potential. Long term and short term buy ratings indicate our highest possible valuation rating. Click here for additional information on iShares ETF funds or see the ETF research & analysis home page to start.

Portfolio Strategy Update

Be the first to explain iShares Morningstar Small Value Index Fund (JKL)'s strategy.


Performance Analysis Update