(JKG) iShares Morningstar Mid-Cap - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642882082 • Mid-Cap Blend

JKG: Mid-Cap Equities, Growth Stocks, Value Stocks

The iShares Morningstar Mid-Cap ETF (NYSE ARCA:JKG) is designed to replicate the performance of the Morningstar® US Mid Cap IndexSM, which focuses on mid-capitalization U.S. equities. The fund typically allocates at least 90% of its assets to securities included in the underlying index or depositary receipts representing such securities. The Morningstar® US Mid Cap IndexSM employs a proprietary methodology to identify mid-cap companies exhibiting a blend of growth and value characteristics, offering a diversified exposure to this market segment.

From a technical standpoint, JKG has shown a recent price of $73.00, with short-term moving averages indicating a potential downtrend (SMA 20: $70.29, SMA 50: $73.28, SMA 200: $75.62). The ATR of 1.93 suggests moderate volatility. On the fundamental side, the fund manages an AUM of $917.78M USD, reflecting its established presence in the mid-cap ETF category. Average trading volume of 37,249 shares over 20 days indicates steady liquidity. Based on these metrics, JKG may appeal to investors seeking mid-cap exposure with a balance of growth and value attributes, though near-term price movement may face headwinds given the current SMA trends.

Additional Sources for JKG ETF

JKG ETF Overview

Market Cap in USD 1,003m
Category Mid-Cap Blend
TER 0.04%
IPO / Inception 2004-06-28

JKG ETF Ratings

Growth Rating -26.8
Fundamental -
Dividend Rating 44.0
Rel. Strength -4.26
Analysts -
Fair Price Momentum 65.47 USD
Fair Price DCF -

JKG Dividends

Dividend Yield 12m 1.49%
Yield on Cost 5y 0.66%
Annual Growth 5y 10.70%
Payout Consistency 60.5%

JKG Growth Ratios

Growth Correlation 3m -78%
Growth Correlation 12m 42.9%
Growth Correlation 5y -21.6%
CAGR 5y -15.23%
CAGR/Max DD 5y -0.19
Sharpe Ratio 12m -0.37
Alpha -4.96
Beta 0.896
Volatility 25.55%
Current Volume 32k
Average Volume 20d 29.3k
What is the price of JKG stocks?
As of May 09, 2025, the stock is trading at USD 74.29 with a total of 32,009 shares traded.
Over the past week, the price has changed by +1.77%, over one month by +13.58%, over three months by -6.35% and over the past year by +5.20%.
Is iShares Morningstar Mid-Cap a good stock to buy?
Probably not. Based on ValueRay Analyses, iShares Morningstar Mid-Cap (NYSE ARCA:JKG) is currently (May 2025) not a good stock to buy. It has a ValueRay Growth Rating of -26.75 and therefor a somwhat technical negative rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JKG as of May 2025 is 65.47. This means that JKG is currently overvalued and has a potential downside of -11.87%.
Is JKG a buy, sell or hold?
iShares Morningstar Mid-Cap has no consensus analysts rating.
What are the forecast for JKG stock price target?
According to ValueRays Forecast Model, JKG iShares Morningstar Mid-Cap will be worth about 73.9 in May 2026. The stock is currently trading at 74.29. This means that the stock has a potential downside of -0.52%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 73.9 -0.5%