iShares Morningstar Mid-Cap Growth ETFFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$155.90
- Net Assets:$199.4 Million
- Peer Rank:142 of 323
- Investment Rating:C+
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.
POSITIVES AND RISKS
Total return ranks above peers over the last three years. The iShares Morningstar Mid-Cp Gr ETF has returned an annual rate of 8.99% since inception. More recently, the fund has generated a total return of 7.86% in the last five years, 8.67% in the last three years, and -4.73% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 60% of them. It has also outpaced 65% of its competitors on a three year basis and 36% of them over the last year for the period ending 6/30/2016. On a year to date basis, JKH has returned 1.33%.
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 13.2%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $155.90, which is 2.2% below its 52-week high of $159.44 and 5.4% above its 52-week low of $147.98.
Low expense ratio helps performance. 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 305 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.