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Ishares Morningstar Mid-cap Value Etf
77.26
+1.28 (+1.68%)
Last Update: 01 Jul 2025 23:00:00
Yesterday: 75.98
Day's Range: 75.84 - 77.553
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When Written:
62.03
iShares Morningstar Mid-Cap Value ETF (JKI) is an exchange-traded fund that tracks the Morningstar Mid Value Index, which is composed of mid-cap U.S. stocks that are considered undervalued by Morningstar's proprietary valuation methodology. The fund seeks to provide exposure to mid-cap value stocks, which are companies with a market capitalization between $2 billion and $10 billion that are trading at a discount to their intrinsic value.
JKI was launched in June 2004 and has an expense ratio of 0.30%. As of June 2021, the fund has over $1.5 billion in assets under management and holds 97 stocks in its portfolio. The top holdings of the fund include companies such as Omnicom Group Inc., Targa Resources Corp., and Tractor Supply Co.
The fund is designed to provide investors with a diversified portfolio of mid-cap value stocks, which can offer the potential for long-term growth and income. However, investors should be aware that investing in mid-cap stocks can be riskier than investing in large-cap stocks, as mid-cap companies may be more susceptible to economic downturns and market volatility. Additionally, value stocks may underperform growth stocks during periods of economic growth and market expansion.
Note: This message is generated by artificial intelligence; it does not guarantee the accuracy of the information it contains and should not be considered as investment advice.
JKI was launched in June 2004 and has an expense ratio of 0.30%. As of June 2021, the fund has over $1.5 billion in assets under management and holds 97 stocks in its portfolio. The top holdings of the fund include companies such as Omnicom Group Inc., Targa Resources Corp., and Tractor Supply Co.
The fund is designed to provide investors with a diversified portfolio of mid-cap value stocks, which can offer the potential for long-term growth and income. However, investors should be aware that investing in mid-cap stocks can be riskier than investing in large-cap stocks, as mid-cap companies may be more susceptible to economic downturns and market volatility. Additionally, value stocks may underperform growth stocks during periods of economic growth and market expansion.
Note: This message is generated by artificial intelligence; it does not guarantee the accuracy of the information it contains and should not be considered as investment advice.
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