iShares Morningstar Large-Cap Growth ETF (JKE)

$68.92
B Fund
++ Sector
Fund TypeETF
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Morningstar Large-Cap Growth ETF 34 0.97 18.88% 3.29% 0.25%
U.S. All Cap - Growth 33 0.96 25.08% - -

* 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 -1.40% 1.35% -2.75%
Year-to-Date 18.88% 25.08% -6.20%
1 Year 0.00% 0.00% 0.00%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% 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)
100%

Return in excess of styles
(over past year)
1.04%