iShares Morningstar Large-Cap Growth ETF (JKE)

$248.16
C Fund
++ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Large Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Morningstar Large-Cap Growth ETF 13 1.06 18.19% -0.97% 0.25%
U.S. Large Cap - Growth 13 1.07 15.06% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 24.92% 25.74% -0.82%
Year-to-Date 18.19% 15.06% 3.14%
1 Year 25.70% 25.44% 0.27%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

13%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.25%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$326

Real cost (fees + lost compounding)

$403

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.13%