iShares Morningstar Mid-Cap Value ETF (JKI) — ETF Analysis on Winston
Key Facts
- Issuer: IShares
- Asset Class: Stock
- Price: $185.78
- Expense Ratio: 6.00%
- Assets Under Management: $1.1B
- Number of Holdings: 270
- Inception Date: 2004-06-28
- Currency: USD
Winston Score
iShares Morningstar Mid-Cap Value ETF has a Winston Score of 84 out of 100.
Performance
- 3-Year Return: -3.78%
- 5-Year Return: -7.38%
Top Holdings
PNC FINANCIAL SERVICES GROUP INC (N/A%), AUTOMATIC DATA PROCESSING INC (N/A%), US BANCORP (N/A%), ELEVANCE HEALTH INC (N/A%), VALERO ENERGY CORP (N/A%)
Sector Breakdown
Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)