(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 and , JKE is expected to experience moderate volatility. With a current price of $82.08 and a 20-day SMA of $78.34, the fund is trading above its short-term moving average but below its 50-day SMA of $82.85 and 200-day SMA of $85.31. This suggests potential downward pressure in the near term. The ATR of $2.77 indicates average daily price movements, which could lead to a price range of $79.31 to $84.85 over the next three months. Given the AUM of $2.138B, liquidity is expected to remain stable. The funds performance will likely hinge on the broader markets direction and the relative strength of growth stocks.

Additional Sources for JKE ETF

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
What is the price of JKE stocks?
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%.
Is iShares Morningstar Growth a good stock to buy?
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%.
Is JKE a buy, sell or hold?
iShares Morningstar Growth has no consensus analysts rating.
What are the forecast for JKE stock price target?
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%