(JKJ) iShares Morningstar - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642885051 • Small Blend
JKJ: Small-Cap, US, Stocks, Equities, Growth, Value
The iShares Morningstar Small-Cap ETF (JKJ) is designed to replicate the performance of the Morningstar® US Small-Cap Extended IndexSM, which focuses on small-capitalization U.S. companies exhibiting both growth and value characteristics. The fund typically allocates at least 90% of its assets to securities included in the underlying index or to depositary receipts representing such securities. The Morningstar index employs a proprietary methodology to identify small-cap stocks with a blend of growth and value attributes, offering exposure to a diversified portfolio of U.S. small-cap equities. The ETF provides investors with a way to access the small-cap segment of the U.S. equity market through a single investment vehicle.
Ticker Symbol: JKJ Exchange: NYSE ARCA Type: ETF Country Origin: USA ETF Category: Small Blend
Additional Sources for JKJ ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
JKJ ETF Overview
| Market Cap in USD | 214m |
| Category | Small Blend |
| TER | 0.25% |
| IPO / Inception | 2004-06-28 |
JKJ ETF Ratings
| Growth Rating | -39.9 |
| Fundamental | - |
| Dividend Rating | 38.6 |
| Rel. Strength | -10.6 |
| Analysts | - |
| Fair Price Momentum | 43.85 USD |
| Fair Price DCF | - |
JKJ Dividends
| Dividend Yield 12m | 1.41% |
| Yield on Cost 5y | 0.58% |
| Annual Growth 5y | 4.21% |
| Payout Consistency | 79.1% |
JKJ Growth Ratios
| Growth Correlation 3m | -90.1% |
| Growth Correlation 12m | 21.3% |
| Growth Correlation 5y | -40.5% |
| CAGR 5y | -16.99% |
| CAGR/Max DD 5y | -0.21 |
| Sharpe Ratio 12m | 0.21 |
| Alpha | -12.38 |
| Beta | 1.028 |
| Volatility | 33.39% |
| Current Volume | 3.4k |
| Average Volume 20d | 13.3k |
As of May 03, 2025, the stock is trading at USD 53.34 with a total of 3,397 shares traded.
Over the past week, the price has changed by +1.15%, over one month by -3.42%, over three months by -11.32% and over the past year by +0.10%.
Probably not. Based on ValueRay Analyses, iShares Morningstar (NYSE ARCA:JKJ) is currently (May 2025) not a good stock to buy. It has a ValueRay Growth Rating of -39.85 and therefor a somwhat technical negative rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of JKJ as of May 2025 is 43.85. This means that JKJ is currently overvalued and has a potential downside of -17.79%.
iShares Morningstar has no consensus analysts rating.
According to ValueRays Forecast Model, JKJ iShares Morningstar will be worth about 51.2 in May 2026. The stock is currently trading at 53.34. This means that the stock has a potential downside of -3.96%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 51.2 | -4% |