(JKL) iShares Morningstar - Ratings and Ratios

The iShares Morningstar Small-Cap Value ETF (JKL) is designed to replicate the performance of the Morningstar US Small Cap Broad Value Extended Index, which focuses on small-capitalization U.S. companies exhibiting strong value characteristics. Morningstar defines value through metrics such as low price-to-earnings ratios and high dividend yields. The ETF typically invests at least 90% of its assets in securities from the index or in depositary receipts representing those securities, offering investors targeted exposure to the small-cap value segment.

Based on the provided data, the ETFs technical indicators suggest a potential short-term downtrend, as the SMA20 and SMA50 are above the current price, while the SMA200 indicates a longer-term uptrend. The ATR of 0.84 signals moderate volatility. Fundamentally, with an AUM of $445.64M, the ETF is moderately sized, suggesting established liquidity. Over the next three months, JKL may experience sideways movement with potential upside if value stocks regain favor, supported by its diversified portfolio and Morningstars robust indexing methodology.