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iShares Morningstar Large-Cap Value (JKF) Exchange-traded Fund (ETF)
The investment seeks investment results that track the Morningstar Large Value index. The fund invests at least 90% of assets in securities of the underlying index and in depositary receipts representing securities of the index. The underlying index measures the performance of stocks issued by large- capitalization companies that have exhibited above-average "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology. The fund is non-diversified.JKF ETF Inception Date: Jun 28, 2004JKF ETF Family: iShares
JKF ETF Category: Large Value
JKF ETF Net Asset: $251.62M
JKF ETF Year-to-Date Performance 8.08%
JKF ETF 1 Year Performance 2.19%
JKF ETF 3 Year Performance 18.51%
Compare iShares Morningstar Large-Cap Value (JKF) within Large Value category
Compare iShares Morningstar Large-Cap Value (JKF) with other Large Value category EFTs
| ETF | Year to Date | One Year | Three Year | SPDR Dow Jones Industrial Average (DIA) | 8.79% | 9.87% | 23.36% | First Trust Value Line Dividend Index (FVD) | 6.19% | 9.32% | 22.76% | Guggenheim Defensive Equity (DEF) | 2.53% | 9.24% | 23.36% | Guggenheim Multi-Asset Income (CVY) | 8.14% | 8.52% | 33.58% | PowerShares Dynamic Large Cap Value (PWV) | 8.40% | 8.40% | 21.69% | SPDR S&P Dividend (SDY) | 3.79% | 7.02% | 27.07% | RevenueShares Large Cap (RWL) | 12.26% | 5.80% | 25.01% | First Trust Large Cap Value Opp AlphaDEX (FTA) | 12.59% | 5.76% | 30.98% | iShares NYSE 100 Index (NY) | 9.80% | 5.74% | 18.49% | iShares S&P 500 Value Index (IVE) | 12.86% | 5.00% | 23.23% |
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Compare iShares Morningstar Large-Cap Value (JKF) ETF with top Large Value Mutual Funds
Compare Mutual Funds with ETFs
| Fund | YTD% | 1 Year | 3 Year | Mojo Score |
|---|---|---|---|---|
| Large Value Category Average | 10.72 | 4.20 | 20.81 | |
| Invesco Dividend Income R5 | -2.59 | 9.37 | 16.71 | 0.9 |
| SEI US Managed Volatility A (SIIT) | 0.88 | |||
| Invesco Diversified Dividend R5 | 10.20 | 5.11 | 22.59 | 0.87 |
| Delaware Value Inst | 8.25 | 9.54 | 21.81 | 0.87 |
| Invesco Dividend Income Y | -1.66 | 9.65 | 15.84 | 0.87 |
| Delaware Pooled Large-Cap Value Equity | 5.78 | 9.52 | 24.48 | 0.87 |
| SEI US Managed Volatility A (SIMT) | 4.00 | 9.00 | 21.88 | 0.87 |
| Invesco Dividend Income Investor | -1.67 | 9.44 | 15.57 | 0.86 |
| Delaware Value R | 7.97 | 8.92 | 21.19 | 0.85 |
| Vanguard Equity-Income Adm | 8.38 | 12.53 | 24.27 | 0.85 |
| Federated Strategic Value Dividend Instl | 1.15 | 10.72 | 19.43 | 0.85 |
| Invesco Diversified Dividend Investor | 10.10 | 4.79 | 22.22 | 0.84 |
| Pioneer Equity Income Y | 6.92 | 5.87 | 21.95 | 0.84 |
Latest News on iShares Morningstar Large-Cap Value (JKF) Fund
See what is happening with iShares Morningstar Large-Cap Value (JKF)
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