iShares Morningstar Small-Cap Growth ETF


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Основные параметры

Цена последней сделки 324.76
Код ценной бумаги JKK
Полное наименование iShares Morningstar Small-Cap Growth ETF
Объем 768100000000
Изм за день, % -0.0
Комиссия 0.30
Дата основания Jul 07. 2004
Ссылка ссылка
Тип актива Equity
Индекс Morningstar Small Growth Index
Регион North America
Средний P/E 47.09
Дивиденды 0.09
5 летняя доходность 172.87
3 летняя доходность 77.10
Годовая доходность 49.87
Бета 1.2

Топ эмитентов

Эмитент Доля, %
CRISPR Therapeutics AG 1.21
Ultragenyx Pharmaceutical Inc. 0.93
Plug Power Inc. 2.49
Palantir Technologies Inc. 1
Arrowhead Pharmaceuticals, Inc. 0.87
Proofpoint, Inc. 0.84
Natera, Inc. 0.9
Fate Therapeutics 0.92
Redfin Corporation 0.83
SiteOne Landscape Supply, Inc. 0.8

Описание iShares Morningstar Small-Cap Growth ETF

JKK seeks to replicate a benchmark which offers exposure small cap firms that exhibit growth characteristics in the U.S. equity market. The investment thesis behind small caps is that these firms are likely to provide strong growth prospects to a portfolio and should have a much easier time growing then their large cap counterparts. However, these securities are extremely volatile and can experience large losses or gains in a very short period of time. Despite their volatility, these products should probably be in every investors' portfolio as they tend to move somewhat independently of large caps and can be a better 'pure play' on the American economy. This particular ETF, since it focuses on growth securities, has certain biases in its portfolio holdings and may not offer as much of a cross section as funds such as IWM and be more volatile as well. However, JKK does a reasonable job of dividing up assets as the fund holds close to 225 securities in total and doesn't give any one security more than 1.2% of the total assets. Thanks to this high level of diversification and JKK's low expense ratio, the fund could make for a quality addition to portfolios of investors who are looking for small caps but are seeking a higher risk/reward profile in the space. However, it should be noted that there are several other products in the space, namely IWO, SLYG, and VBK, that offer similar diversification at a cheaper price, potentially making them better choices for long-term investors, especially those concerned about costs.