Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Tools to help you discover and find best Exchange-traded Funds (ETFs)

iShares Morningstar Small-Cap (JKJ) Exchange-traded Fund (ETF)

The investment seeks investment results that track the Morningstar Small Core 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 mid- capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology.
JKJ ETF Inception Date: Jun 28, 2004
JKJ ETF Family: iShares
JKJ ETF Category: Small Blend
JKJ ETF Net Asset: $151.19M
JKJ ETF Year-to-Date Performance 13.35%
JKJ ETF 1 Year Performance -1.72%
JKJ ETF 3 Year Performance 29.42%

 

Compare iShares Morningstar Small-Cap (JKJ) within Small Blend category

Compare iShares Morningstar Small-Cap (JKJ) with other Small Blend category EFTs

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)12.07%5.52%32.95%
iShares S&P SmallCap 600 Index (IJR)12.06%4.95%29.30%
RevenueShares Small Cap (RWJ)13.31%4.72%35.27%
WisdomTree SmallCap Earnings (EES)13.31%4.65%35.89%
First Trust Small Cap Core AlphaDEX (FYX)11.94%4.08%31.09%
PowerShares Fundamental Pure Sm (PXSC)11.78%1.53%23.72%
Vanguard Small Cap ETF (VB)13.02%1.03%30.36%
Focus Morningstar Small Cap Ind (FOS)12.17%0.78%0
Wilshire Micro-Cap ETF (WMCR)19.34%-5.41%23.80%
First Trust Dow Jones Select MicroCp Idx (FDM)7.92%-5.31%26.74%

 

Compare iShares Morningstar Small-Cap (JKJ) ETF with top Small Blend Mutual Funds

Compare Mutual Funds with ETFs

FundYTD%1 Year3 YearMojo Score
Small Blend Category Average12.030.2626.69
JPMorgan Small Cap Equity Sel13.268.0226.900.85
Voya Small Company Port I12.682.8726.480.83
Columbia Small Cap Index A11.894.5828.660.83
Shelton S&P Smallcap Index Direct12.425.5428.530.83
Principal SmallCap S&P 600 Index Inst11.974.7628.790.82
Dreyfus Small Cap Stock Index11.984.8328.880.82
Principal SmallCap S&P 600 Index R511.924.4428.520.81
Lord Abbett Small Cap Value I12.33-1.6326.300.81
JPMorgan Small Cap Equity R513.348.2427.150.81
Tributary Small Company Instl10.594.2529.800.8
Voya Small Company I12.642.5126.250.8
Shelton S&P Smallcap Index K12.285.0727.880.79
Principal SmallCap S&P 600 Index J11.884.2428.100.79

 

Latest News on iShares Morningstar Small-Cap (JKJ) Fund

See what is happening with iShares Morningstar Small-Cap (JKJ)