iShares Morningstar Small-Cap ETF (JKJ) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Equity
• Asset Class: Equity
• Price: $231.19
• Expense Ratio: 4.00%
• Assets Under Management: $286M
• Number of Holdings: 1
• Inception Date: 2004-06-28
• Currency: USD

Winston Score

iShares Morningstar Small-Cap ETF has a Winston Score of 68 out of 100.

Performance

• 3-Year Return: 0.54%
• 5-Year Return: -21.32%

Top Holdings

STERLING INFRASTRUCTURE INC (N/A%), OKTA INC CLASS A (N/A%), ROKU INC CLASS A (N/A%), AKAMAI TECHNOLOGIES INC (N/A%), HOST HOTELS & RESORTS REIT INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)