iShares Morningstar Mid-Cap Growth ETF

Find Ratings Reports
JKH : n.a. : Financial
$157.51 -0.49 | -0.31%
Today's Range: 157.47 - 157.70
Avg. Daily Volume: 2,300
10/20/16 - 3:26 PM ET
  • Last Ratings Update:09/30/2016
  • Price as of 09/30/2016 :$162.85
  • Net Assets:$199.4 Million
  • NAV:$162.44
  • Premium0.25%
  • Peer Rank:229 of 324
  • Investment Rating:C
  • Performance:C
  • RiskC+
JKH Price Chart


We rate iShares Morningstar Mid-Cp Gr ETF at C. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.


Total return ranks above peers over the last three years. The iShares Morningstar Mid-Cp Gr ETF has returned an annual rate of 9.20% since inception. More recently, the fund has generated a total return of 13.70% in the last five years, 7.09% in the last three years, and 7.16% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 71% of them. It has also outpaced 59% of its competitors on a three year basis and 33% of them over the last year for the period ending 9/30/2016. On a year to date basis, JKH has returned 5.67%.

Downside risk has been below average. JKH has a draw down risk of -16.29%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 12.6%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 9/30/2016, the fund was trading at a price of $162.85, which is 0.7% below its 52-week high of $163.93 and 2.9% above its 52-week low of $158.20.

Low expense ratio helps performance. On total assets of $199.40 million, JKH maintains a low expense ratio compared to its Growth - Domestic peers of just 0.30% to cover all operating costs. Brokerage costs for the fund to buy and sell shares are not included in the expense ratio. As JKH is an exchange traded fund, it has no front end or back end load.

The iShares Morningstar Mid-Cp Gr ETF is managed by Diane Hsiung at BlackRock Fund Advisors. This fund is one of 303 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.

Latest Stock Upgrades/Downgrades