The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. 0.04% expense ratio, $2.7B AUM, 329 holdings, inception 2004.
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. 0.04% expense ratio, $2.7B AUM, 329 holdings, inception 2004.
ETF Overview
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics.
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. iShares Morningstar Growth ETF provides exposure to the equity market. The portfolio is well-diversified with 329 holdings. It is heavily weighted toward Technology (48.7%), reflecting a sector-tilted strategy.
Risk Metrics
The fund holds 329 positions, providing a moderate level of diversification. As with all ETFs, the fund is subject to market risk and its value will fluctuate with market conditions. Past performance does not guarantee future results. the may be worth researching fund's investment objectives, risks, charges, and expenses carefully before investing.
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Risk Metrics
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Questions & Answers
What is iShares Morningstar Growth ETF (JKE)?
The iShares Morningstar Growth ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. It holds 329 securities. With $2.7B in assets under management, it is one of the larger funds in its category.
What is the expense ratio for JKE?
iShares Morningstar Growth ETF has an expense ratio of 0.04%, which is considered very low for equity ETFs. This means for every $10,000 invested, annual fees would be approximately $4. Lower expense ratios generally lead to better long-term returns, all else being equal.
What are the top holdings in JKE?
The three largest positions in iShares Morningstar Growth ETF are Microsoft Corp (MSFT, 8.2%), Amazon.com Inc (AMZN, 6.4%), Facebook Inc A (FB, 3.6%). Together these top three holdings represent 18.3% of the fund, out of 329 total positions. The fund is relatively diversified across its holdings.
What sectors does JKE invest in?
iShares Morningstar Growth ETF allocates across 12 sectors. The largest sector exposures are Technology (48.7%), Communication Services (13.7%), Consumer Cyclical (10.2%). The fund is heavily concentrated in Technology.
How long has JKE been around?
iShares Morningstar Growth ETF was launched in 2004, making it 22 years old. As one of the longer-running ETFs, it has an extensive performance track record through multiple market cycles. It is managed by IShares.