iShares Morningstar Mid-Cap Growth ETF (JKH) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares Morningstar Mid-Cap Growth ETF (JKH) trades at $374.17. The iShares Morningstar Mid-Cap Growth ETF (JKH) seeks to replicate the performance of the Morningstar US Mid Cap Broad Growth IndexSM. It focuses on U. S. Market cap: $898M, Sector: Unknown.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for JKH: JKH does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates JKH against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
JKH: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →iShares Morningstar Mid-Cap Growth ETF (JKH) Business Overview & Investment Profile
iShares Morningstar Mid-Cap Growth ETF (JKH) provides targeted exposure to U.S. mid-cap equities with above-average growth characteristics, as defined by Morningstar's proprietary index methodology. With a focus on replicating the Morningstar US Mid Cap Broad Growth IndexSM, JKH offers investors a specific growth-oriented investment vehicle within the mid-cap space.
What Is the Investment Thesis for JKH?
JKH offers a focused investment in mid-cap U.S. equities exhibiting growth characteristics, as defined by Morningstar's methodology. The fund's value proposition lies in its ability to track the Morningstar US Mid Cap Broad Growth IndexSM, providing investors with targeted exposure to this specific market segment. A key growth catalyst is the continued expansion of the mid-cap growth segment, driven by innovation and economic growth. However, potential risks include market volatility and the performance of the underlying index. The ETF's success is tied to the accuracy of Morningstar's growth factor assessment and the overall performance of mid-cap growth stocks. Investors may want to evaluate the fund's expense ratio and tracking error when evaluating its suitability for their portfolios.
Based on FMP financials and quantitative analysis
JKH Key Highlights
Market Cap of $898M indicates the fund's size and influence within the mid-cap growth segment.
- Beta of 1.00 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 90% of its assets in securities of the underlying index, ensuring close tracking of the Morningstar US Mid Cap Broad Growth IndexSM.
- JKH offers investors targeted exposure to U.S. mid-capitalization equities that exhibit growth characteristics.
- The fund's performance is directly linked to the performance of the Morningstar US Mid Cap Broad Growth IndexSM, providing transparency and predictability.
Who Are JKH's Competitors?
JKH is benchmarked below against 3 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IWP iShares Russell Mid-Cap Growth ETF | $142.25 | -1.07% | $20.5B | 44 |
| VOT Vanguard Mid-Cap Growth ETF | $303.06 | -0.85% | $35.7B | 44 |
| RPG Invesco S&P 500 Pure Growth ETF | $57.92 | -0.67% | $2.36B | 47 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JKH's Key Strengths?
Targeted exposure to mid-cap growth stocks.
- Low expense ratio.
- Efficient tracking of the underlying index.
- Diversified portfolio.
What Are JKH's Weaknesses?
Dependence on the performance of the Morningstar US Mid Cap Broad Growth IndexSM.
- Vulnerability to market volatility.
- Potential for tracking error.
- Limited control over stock selection.
What Could Drive JKH Stock Higher?
Continued economic growth driving mid-cap company expansion.
- Increasing investor demand for growth-oriented investments.
- Potential changes in Morningstar's index methodology to enhance growth factor assessment.
- Strategic partnerships with financial advisors to expand distribution.
What Are the Key Risks for JKH?
Market volatility impacting mid-cap stock performance.
- Changes in Morningstar's index methodology negatively affecting fund performance.
- Economic slowdown reducing growth prospects for mid-cap companies.
- Competition from other mid-cap growth ETFs.
- Tracking error deviating from the underlying index.
What Are the Growth Opportunities for JKH?
- Expansion of the Mid-Cap Growth Segment: The mid-cap growth segment is expected to benefit from continued economic growth and innovation, creating opportunities for JKH to increase its assets under management. As more investors seek exposure to high-growth potential companies, the demand for mid-cap growth ETFs like JKH is likely to rise. The market size for mid-cap growth stocks is estimated to be in the trillions of dollars, providing ample room for growth. Timeline: Ongoing.
- Increased Adoption of ETFs: The growing popularity of ETFs as investment vehicles presents a significant growth opportunity for JKH. ETFs offer investors diversification, liquidity, and cost-effectiveness, making them a noteworthy option for both retail and institutional investors. As the ETF market continues to expand, JKH is well-positioned to capture a larger share of the mid-cap growth segment. Timeline: Ongoing.
- Strategic Partnerships: Collaborating with financial advisors and wealth management firms can help JKH reach a wider audience and increase its distribution network. By partnering with key players in the financial industry, JKH can enhance its visibility and attract new investors. These partnerships can also provide valuable insights into investor preferences and market trends. Timeline: Ongoing.
- Product Innovation: Developing new ETFs that target specific sub-segments of the mid-cap growth market can help JKH differentiate itself from competitors and attract niche investors. For example, JKH could launch an ETF that focuses on mid-cap growth companies in a particular sector or industry. This would allow investors to tailor their exposure to specific growth opportunities. Timeline: Ongoing.
- Global Expansion: While JKH currently focuses on U.S. mid-cap growth stocks, expanding into international markets could provide additional growth opportunities. By launching ETFs that track mid-cap growth indexes in other countries, JKH can tap into new sources of demand and diversify its asset base. This would require careful consideration of regulatory requirements and market conditions in each country. Timeline: Ongoing.
What Are JKH's Competitive Advantages?
- Brand recognition as an iShares ETF, a well-established provider of ETFs.
- Low expense ratio compared to actively managed funds.
- Efficient tracking of the Morningstar US Mid Cap Broad Growth IndexSM.
- Diversified portfolio of mid-cap growth stocks.
What Does JKH Do?
The iShares Morningstar Mid-Cap Growth ETF (JKH) is designed to mirror the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM. This index comprises mid-capitalization U.S. equities identified as having above-average growth characteristics, according to Morningstar, Inc.'s proprietary methodology. The ETF aims to achieve its objective by investing at least 90% of its assets in the securities included in the underlying index and in depositary receipts representing those securities. By focusing on mid-cap companies exhibiting growth characteristics, JKH offers investors a targeted approach to capturing potential growth opportunities within this specific market segment. The fund's investment strategy centers around tracking the performance of the Morningstar index, providing a transparent and rules-based approach to mid-cap growth investing. The ETF's holdings reflect the composition of the underlying index, which is determined by Morningstar's quantitative assessment of growth factors. This methodology seeks to identify companies with strong growth potential based on various financial metrics and market data. JKH provides a convenient and cost-effective way for investors to gain exposure to a diversified portfolio of mid-cap growth stocks. The ETF's structure allows for easy trading and liquidity, making it accessible to a wide range of investors seeking to enhance their portfolio's growth potential.
What Products and Services Does JKH Offer?
- Tracks the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM.
- Invests primarily in U.S. mid-capitalization equities.
- Focuses on companies exhibiting above-average growth characteristics.
- Utilizes Morningstar's proprietary index methodology to identify growth stocks.
- Aims to replicate the performance of the underlying index.
- Provides investors with targeted exposure to the mid-cap growth segment.
How Does JKH Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by providing competitive returns and efficient tracking of the underlying index.
- Distributes ETF shares through various brokerage platforms and financial intermediaries.
What Industry Does JKH Operate In?
JKH operates within the broader exchange-traded fund (ETF) industry, specifically targeting the mid-cap growth segment. The ETF market has experienced significant growth in recent years, driven by increasing investor demand for diversified and low-cost investment vehicles. The competitive landscape includes other ETFs that focus on mid-cap growth stocks, each with its own index methodology and expense ratio. JKH differentiates itself by tracking the Morningstar US Mid Cap Broad Growth IndexSM, which employs a proprietary approach to identifying growth characteristics. The ETF's success depends on its ability to effectively track the underlying index and provide investors with competitive returns within the mid-cap growth space.
Who Are JKH's Key Customers?
- Retail investors seeking exposure to mid-cap growth stocks.
- Financial advisors looking for diversified investment solutions for their clients.
- Institutional investors seeking to allocate capital to the mid-cap growth segment.
- Wealth management firms seeking to enhance their portfolio offerings.
JKH Valuation & Market Position
With a $898M market cap, iShares Morningstar Mid-Cap Growth ETF sits in the small-cap segment of the market.
Key Financial Metrics
Return on equity for iShares Morningstar Mid-Cap Growth ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. JKH trades at a trailing price-to-earnings ratio of 0.00, below the broad market's ~20-25x average. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
JKH Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to mid-cap growth stocks.
- Low expense ratio.
- Efficient tracking of the underlying index.
- Diversified portfolio.
Bear Case
- Dependence on the performance of the Morningstar US Mid Cap Broad Growth IndexSM.
- Vulnerability to market volatility.
- Potential for tracking error.
- Limited control over stock selection.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
JKH Latest News
No recent news available for JKH.
JKH Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JKH.
Price Targets
Wall Street price target analysis for JKH.
JKH MoonshotScore
What does this score mean?
The MoonshotScore rates JKH 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Classification
Industry UnknowniShares Morningstar Mid-Cap Growth ETF Unknown Stock: Key Questions Answered
What does iShares Morningstar Mid-Cap Growth ETF do?
The iShares Morningstar Mid-Cap Growth ETF (JKH) aims to mirror the investment performance of the Morningstar US Mid Cap Broad Growth IndexSM. This index focuses on U.S. mid-capitalization companies that exhibit above-average growth characteristics, as determined by Morningstar's proprietary methodology.
What do analysts say about JKH stock?
Analyst coverage for JKH typically focuses on its ability to track the Morningstar US Mid Cap Broad Growth IndexSM and its expense ratio relative to competing mid-cap growth ETFs. Key valuation metrics include the fund's price-to-earnings ratio and price-to-book ratio, which reflect the valuation of the underlying holdings.
What are the main risks for JKH?
The primary risks associated with JKH include market volatility, tracking error, and changes in Morningstar's index methodology. Market volatility can significantly impact the performance of mid-cap growth stocks, leading to fluctuations in the ETF's value. Tracking error, the difference between the ETF's performance and the underlying index's performance, can erode returns.
What are the key factors to evaluate for JKH?
Evaluate JKH on fundamentals, analyst consensus, and risk factors. JKH offers a focused investment in mid-cap U.S. Not financial advice.
How frequently does JKH data refresh on this page?
JKH's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven JKH's recent stock price performance?
iShares Morningstar Mid-Cap Growth ETF (JKH) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Targeted exposure to mid-cap growth stocks. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider JKH overvalued or undervalued right now?
iShares Morningstar Mid-Cap Growth ETF (JKH) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research JKH before investing?
Before investing in iShares Morningstar Mid-Cap Growth ETF (JKH), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide further insights into the company's performance and prospects.
- The information provided is based on available data and is subject to change.