(JKE) iShares Morningstar Growth - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642871192 • Large Growth
JKE: Large-Cap, Growth, Mid-Cap, U.S., Equities
The iShares Morningstar Growth ETF (JKE) is designed to replicate the performance of the Morningstar® US Large-Mid Cap Broad Growth IndexSM, which focuses on large- and mid-capitalization U.S. equities exhibiting growth characteristics. The fund typically allocates at least 90% of its assets to securities in the underlying index or depositary receipts representing those securities. The index employs Morningstars proprietary methodology to identify companies with above-average growth traits, such as strong earnings and revenue growth. As a non-diversified fund, it may invest a significant portion of its assets in a limited number of securities. JKE is part of the iShares ETF lineup, offering exposure to U.S. large-cap and mid-cap growth stocks.
Ticker Symbol: JKE | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Large Growth
3-Month Forecast: Based on the provided
Additional Sources for JKE ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JKE ETF Overview
Market Cap in USD | 2,139m |
Category | Large Growth |
TER | 0.04% |
IPO / Inception | 2004-06-28 |
JKE ETF Ratings
Growth Rating | -26.5 |
Fundamental | - |
Dividend Rating | 36.9 |
Rel. Strength | 1.47 |
Analysts | - |
Fair Price Momentum | 70.71 USD |
Fair Price DCF | - |
JKE Dividends
Dividend Yield 12m | 0.54% |
Yield on Cost 5y | 0.21% |
Annual Growth 5y | 22.49% |
Payout Consistency | 42.7% |
JKE Growth Ratios
Growth Correlation 3m | -87.2% |
Growth Correlation 12m | 49.2% |
Growth Correlation 5y | -15.7% |
CAGR 5y | -17.00% |
CAGR/Max DD 5y | -0.20 |
Sharpe Ratio 12m | 1.67 |
Alpha | -1.73 |
Beta | 1.268 |
Volatility | 45.68% |
Current Volume | 49k |
Average Volume 20d | 110.4k |
As of May 01, 2025, the stock is trading at USD 82.72 with a total of 48,997 shares traded.
Over the past week, the price has changed by +5.09%, over one month by +2.14%, over three months by -9.91% and over the past year by +14.33%.
Probably not. Based on ValueRay Analyses, iShares Morningstar Growth (NYSE ARCA:JKE) is currently (May 2025) not a good stock to buy. It has a ValueRay Growth Rating of -26.45 and therefor a somwhat technical negative rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JKE as of May 2025 is 70.71. This means that JKE is currently overvalued and has a potential downside of -14.52%.
iShares Morningstar Growth has no consensus analysts rating.
According to ValueRays Forecast Model, JKE iShares Morningstar Growth will be worth about 82.7 in May 2026. The stock is currently trading at 82.72. This means that the stock has a potential downside of -0.05%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 82.7 | -0% |