JKG 📈 iShares Morningstar Mid-Cap - Overview

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

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

The iShares Morningstar Mid-Cap ETF, listed on the NYSE ARCA under the ticker symbol JKG, is designed to replicate the performance of the Morningstar US Mid Cap Index. This index is comprised of mid-capitalization U.S. equities that have demonstrated a combination of growth and value characteristics, as determined by Morningstar's proprietary index methodology. By tracking this index, the fund provides investors with exposure to a diversified portfolio of mid-cap stocks, which can be an attractive option for those seeking to capitalize on the potential of mid-sized companies.

The fund's investment strategy involves allocating at least 90% of its assets to securities included in the underlying index, as well as depositary receipts representing these securities. This approach enables the fund to closely mirror the performance of the Morningstar US Mid Cap Index, providing investors with a reliable and efficient way to gain exposure to the mid-cap segment of the U.S. equity market. The fund is managed by BlackRock, a leading global investment management company, and is listed on the NYSE ARCA, making it easily accessible to investors.

In terms of its characteristics, the iShares Morningstar Mid-Cap ETF is classified as a mid-cap blend ETF, indicating that it seeks to balance growth and value investing styles. The fund's underlying index is designed to measure the performance of mid-capitalization companies that exhibit both growth and value characteristics, making it an attractive option for investors seeking a diversified portfolio with a mix of growth and income potential. With its U.S. domicile and ISIN code of US4642882082, the fund is subject to U.S. regulatory requirements and is available for investment by both individual and institutional investors.

For more information about the iShares Morningstar Mid-Cap ETF, including its investment objectives, risks, and fees, investors can visit the iShares website at http://www.ishares.com. This website provides a comprehensive overview of the fund's characteristics, as well as tools and resources to help investors make informed decisions about their investments. By leveraging the expertise of Morningstar and the investment management capabilities of BlackRock, the iShares Morningstar Mid-Cap ETF offers investors a convenient and effective way to tap into the potential of the U.S. mid-cap market.

Additional Sources for JKG ETF

JKG ETF Overview

Market Cap in USD 991m
Category Mid-Cap Blend
TER 0.04%
IPO / Inception 2004-06-28

JKG ETF Ratings

Growth 5y -41.6%
Fundamental -
Dividend 46.9%
Rel. Strength Industry -24
Analysts -
Fair Price Momentum 68.24 USD
Fair Price DCF -

JKG Dividends

Dividend Yield 12m 1.40%
Yield on Cost 5y 0.51%
Annual Growth 5y 10.70%
Payout Consistency 65.3%

JKG Growth Ratios

Growth Correlation 3m -3%
Growth Correlation 12m 87.9%
Growth Correlation 5y -41.4%
CAGR 5y -17.99%
CAGR/Mean DD 5y -0.31
Sharpe Ratio 12m 1.14
Alpha -7.99
Beta 1.11
Volatility 15.89%
Current Volume 19.2k
Average Volume 20d 47.4k
What is the price of JKG stocks?
As of January 18, 2025, the stock is trading at USD 78.46 with a total of 19,242 shares traded.
Over the past week, the price has changed by +3.71%, over one month by -0.11%, over three months by +1.32% and over the past year by +20.43%.
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 (January 2025) not a good stock to buy. It has a ValueRay Growth Rating of -41.63 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 January 2025 is 68.24. This means that JKG is currently overvalued and has a potential downside of -13.03%.
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 76.2 in January 2026. The stock is currently trading at 78.46. This means that the stock has a potential downside of -2.92%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 76.2 -2.9%