iShares Morningstar Large-Cap Growth ETF (JKE)

$205.35
D 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 17 1.09 30.05% -1.87% 0.25%
U.S. Large Cap - Growth 17 1.11 32.78% - -

* 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 5.48% 6.83% -1.34%
Year-to-Date 30.05% 32.78% -2.73%
1 Year 23.00% 25.74% -2.74%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

17%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 17% 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)
-0.02%