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 Value (JKL) Exchange-traded Fund (ETF)

The investment seeks investment results that track the Morningstar Small 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 small- capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology.
JKL ETF Inception Date: Jun 28, 2004
JKL ETF Family: iShares
JKL ETF Category: Small Value
JKL ETF Net Asset: $161.99M
JKL ETF Year-to-Date Performance 11.66%
JKL ETF 1 Year Performance 2.54%
JKL ETF 3 Year Performance 33.28%

 

Compare iShares Morningstar Small-Cap Value (JKL) within Small Value category

Compare iShares Morningstar Small-Cap Value (JKL) with other Small Value category EFTs

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap Value ET (SLYV)13.17%4.81%30.87%
WisdomTree SmallCap Dividend (DES)10.27%4.64%31.77%
iShares S&P SmallCap 600 Value Index (IJS)12.93%4.53%27.93%
PowerShares Fundamental Pure Sm (PXSV)13.46%2.95%24.57%
Rydex S&P SmallCap 600 Pure Value (RZV)13.93%1.03%43.20%
Rydex S&P Midcap 400 Pure Value (RFV)14.30%0.72%37.79%
Vanguard Small Cap Value ETF (VBR)12.35%0.70%29.09%
First Trust Mid Cap Value Alpha (FNK)13.79%00
First Trust Small Cap Value Alp (FYT)12.88%00

 

Compare iShares Morningstar Small-Cap Value (JKL) ETF with top Small Value Mutual Funds

Compare Mutual Funds with ETFs

FundYTD%1 Year3 YearMojo Score
Small Value Category Average11.490.0627.42
Undiscovered Mgrs Behavioral Value Inst17.456.2136.640.88
Nuveen Small Cap Value I11.854.0727.380.85
Wells Fargo Advantage Spec SmCp Val Adm12.275.7126.830.85
Undiscovered Mgrs Behavioral Value A17.386.0136.360.84
Wells Fargo Advantage Spec SmCp Val A12.235.4626.520.83
Fidelity Small Cap Value11.951.8128.050.82
Nuveen Small Cap Value A11.883.8627.100.82
Fidelity Advisor Small Cap Value I11.941.8028.100.82
Wells Fargo Advantage Spec SmCp Val I12.345.8826.790.8
Perkins Small Cap Value L8.21-1.2023.950.8
Ivy Small Cap Value Y11.69-7.8719.420.8
Undiscovered Mgrs Behavioral Value C17.255.4635.690.8
Perkins Small Cap Value D8.15-1.3323.710.8
VALIC Company I Small Cap Special Val12.562.1826.380.79
Victory Sycamore Small Company Opp R9.372.5127.480.79

 

Latest News on iShares Morningstar Small-Cap Value (JKL) Fund

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