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Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
How To Find The Best Style ETFs
David Trainer • Fri, Mar 15 • 6 Comments
Earning Large Returns Just By Knowing A Stock's Market Cap
Mike the PhD • Tue, Mar 12 • 1 Comment
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Fri, Mar 8
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Mon, Nov 12, 2012
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Mon, Aug 6, 2012 • 3 Comments
Top 10 U.S. Small Cap ETFs
David Fry • Wed, May 9, 2012 • 3 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Blend
David Trainer • Mon, May 7, 2012 • 2 Comments
Small Cap ETF Gems: Russell Factor ETFs Shine
Christian Magoon • Mon, Mar 12, 2012
Small Is Beautiful: 2 Great Small Cap Core Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
ETF Kings: Best Performers From First Half of 2011
Michael Johnston • Fri, Jul 8, 2011 • 1 Comment
ETF Correlation Reveals More Noise From Commodity Correction
Jeff D. Hamann • Thu, May 19, 2011 • 3 Comments
Medium Term Correlations in 'Easy 5 ETF Retirement Portfolio' Exhibit Noise
Jeff D. Hamann • Fri, Apr 29, 2011 • 1 Comment
For When Market Corrects, Know Your Correlation Matrix
Jeff D. Hamann • Wed, Apr 20, 2011 • 7 Comments
5 ETF Retirement Portfolio for an Easy 10% Return
Jeff D. Hamann • Thu, Apr 14, 2011 • 14 Comments
Large Professional Futures Traders Say Exit Russell 2000
Richard Shaw • Thu, Apr 14, 2011 • 1 Comment
MAD Portfolio: Sector Rotation Has Left the Building
Jeff D. Hamann • Wed, Mar 16, 2011 • 3 Comments
Mean Absolute Deviation (MAD) Portfolio: January ETF Picks
Jeff D. Hamann • Wed, Jan 26, 2011 • 9 Comments
Chevron: Another Top Tier Company With a Second-Rate Retirement Plan
MyPlanIQ • Mon, Jan 17, 2011 • 4 Comments
FedEx Doesn't Deliver on Retirement Plan
MyPlanIQ • Fri, Jan 7, 2011 • 7 Comments

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There are no Focus articles on JKJ.

Top 10 U.S. Small-Cap ETFs
David Fry • Wed, Mar 27
How To Find The Best Style ETFs
David Trainer • Fri, Mar 15 • 6 Comments
Earning Large Returns Just By Knowing A Stock's Market Cap
Mike the PhD • Tue, Mar 12 • 1 Comment
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Fri, Mar 8
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Mon, Nov 12, 2012
Best And Worst ETFs And Mutual Funds: Small-Cap Blend Style
David Trainer • Mon, Aug 6, 2012 • 3 Comments
Top 10 U.S. Small Cap ETFs
David Fry • Wed, May 9, 2012 • 3 Comments
Best And Worst ETFs And Mutual Funds: Small-Cap Blend
David Trainer • Mon, May 7, 2012 • 2 Comments
Small Cap ETF Gems: Russell Factor ETFs Shine
Christian Magoon • Mon, Mar 12, 2012
Small Is Beautiful: 2 Great Small Cap Core Funds
Value Research • Tue, Feb 7, 2012 • 3 Comments
ETF Kings: Best Performers From First Half of 2011
Michael Johnston • Fri, Jul 8, 2011 • 1 Comment
ETF Correlation Reveals More Noise From Commodity Correction
Jeff D. Hamann • Thu, May 19, 2011 • 3 Comments
Medium Term Correlations in 'Easy 5 ETF Retirement Portfolio' Exhibit Noise
Jeff D. Hamann • Fri, Apr 29, 2011 • 1 Comment
For When Market Corrects, Know Your Correlation Matrix
Jeff D. Hamann • Wed, Apr 20, 2011 • 7 Comments
5 ETF Retirement Portfolio for an Easy 10% Return
Jeff D. Hamann • Thu, Apr 14, 2011 • 14 Comments
Large Professional Futures Traders Say Exit Russell 2000
Richard Shaw • Thu, Apr 14, 2011 • 1 Comment
MAD Portfolio: Sector Rotation Has Left the Building
Jeff D. Hamann • Wed, Mar 16, 2011 • 3 Comments
Mean Absolute Deviation (MAD) Portfolio: January ETF Picks
Jeff D. Hamann • Wed, Jan 26, 2011 • 9 Comments
Chevron: Another Top Tier Company With a Second-Rate Retirement Plan
MyPlanIQ • Mon, Jan 17, 2011 • 4 Comments
FedEx Doesn't Deliver on Retirement Plan
MyPlanIQ • Fri, Jan 7, 2011 • 7 Comments

There are no Transcripts on JKJ.

There are no News articles on JKJ.

JKJ vs. ETF Alternatives

JKJ Description

The iShares Morningstar Small Core Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar Small Core Index.
See more details on sponsor's website

Country: United States

Key Info

In Your Portfolio: Core Building Blocks: A Guide to ETFs That Divide the U.S. Stock Market by Market Cap
Asset Class Performance: Market Cap

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| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 3:11 PM The Russell 2000 (IWM) cracked 1,000 for the first time this morning, but the small cap sector is far from over-loved by the fund managers who invest in it, according to Credit Suisse's Lori Calvasina - they ended Q1 with cash holdings at a near 10-year high. Indexing (IJR, IWO, IWN XSLV are some others) beats most active management, but Calvasina screened for stocks owned by fewer than 50 small-cap funds with $500M-$1.5B market cap, and with favorable investment ratings. No surprise the answer is heavy on mREITs - MTGE, AMTG, PMT. Also coming up: OMX and WFR. Comment!
Thursday, May 9, 3:24 PM "Our enthusiasm is clearly a notch below where we were at the beginning of the year," write Credit Suisse analysts, starting to see a bit of froth creep into small caps. At 16.4x earnings, the Russell 2000 (IWM) "has admittedly lost its valuation appeal." For now, they're buyers on dips, but should the index near the 1,000 level, valuation pressure will really start to be felt. 3 Comments
Friday, April 26, 9:26 AM Small-caps have a fan in Goldman Sachs which is out with a report today forecasting a 14% gain in the Russell 2000 (IWM) over the next 12 months vs. just 6% for the S&P 500 (SPY). The S&P is outperforming YTD by about 50 bps. 2 Comments
Monday, April 15, 12:38 PM The S&P (SPY) and Dow (DIA) have continued to notch record highs, but small caps (IWM -3%) - which led the way higher for much of the year - rolled over a few weeks ago and are falling especially sharply today. Technicians fret. 1 Comment
Sunday, April 14, 8:25 AM The reconstitution of the Russell indexes coming up in June, Credit Suisse aims to anticipate who's in and who's out. The rules-based approach of the Russell 2000 has allowed arbitragers to profit each summer by front-running the moves, making the Russell 2000 ETF (IWM) a poorer play for small cap fans than IJR . Expected among the top 25 adds are ARCP, SRPT, PBYI, ACAD, and WSTC. Among the top 25 deletes: CPST, FCEL, CHKE, OMER, and EML. Comment! [Quick Ideas]
Tuesday, March 26, 1:27 PM Small-cap stocks are set to outperform, according to Goldman research showing the IWM outperforms the SPY by an annualized 8.1% in quarters following a steep drop in the VIX. The "acute" decline in the VIX YTD "provides a tailwind to small-cap performance in 2Q13." A must-read for small cap index fans is SA author Ploutos' piece suggesting IJR is your best bet. 3 Comments [Quick Ideas]
Friday, March 22, 12:29 PM Lagging the solid rise in stocks today are small caps, the Russell 2000 (IWM) up 0.1% while the S&P 500 and Nasdaq post better than 0.5% gains. Thus far in 2013, IWM is about level with the S&P, but is about 300 bps better on a Y/Y basis. IJR - maybe better for small cap fans - has outperformed both. Comment!
Tuesday, February 19, 9:10 AM Owners of the Russell 2000 ETF (IWM) may be able to declare arbitragers as dependents on their tax returns. Sharp traders have been gaming the rules-based rebalancing of the popular small-cap index for sweet profits each summer. Small-cap fans should instead take a look at IJR - it's performed better thanks to inclusion rules that may make more sense and are less likely to be arbitraged. Comment! [Quick Ideas]
Monday, January 7, 12:47 PM With U.S. small caps "picked over," some managers are looking overseas for ideas. International valuations are at 13X earnings and dividend yields of 3% vs. domestic at 15X and 2%, according to Mark Bogar, whose firm is allocating 57% of it small cap exposure to foreign holdings, a big jump from a year ago. 1 Comment
Friday, December 21, 2012, 12:33 PM The technicians might find it interesting that the Russell 2000 is back at a "resistance level" it's touched and failed at a number of times going all the way back to 2007. Better luck this time? IWM -1.2%. 2 Comments
Thursday, December 6, 2012, 3:46 PM John Bogle's never bought the idea that small caps outperform large caps over time, but his assertion is based on the removal from the 20th century a decade of particular small cap outperformance starting in 1973. Without it, he says, large caps have actually done better. Is this fair? What if we remove a decade of large cap dominance? In 2012, microcaps (IWC) have gained 15%, vs. 11.6% for the Russel 2000 (IWM), and 13.6% for the SPY. 2 Comments
Wednesday, November 14, 2012, 11:16 AM Moving mostly in line with the S&P in the selloff since the Fed's mid-September QE∞ announcement, the Russell 2000 (IWM) begins to more sharply underperform over the past session and a half. The Russell's relative strength 2 months ago may have signalled a top. Could its weakness now be the start of a bottom forming? 1 Comment
Wednesday, September 19, 2012, 8:56 AM The Russell 2000 ETF (IWM) has broken out to an all-time high while the Dow and S&P remain a few percentage points shy of theirs, notes John Spence. Not only have small caps shown relative strength of late, but sizable inflows into their ETFs (IWM AUM +4.5% just yesterday) also suggest a greater appetite for risk-taking among investors. 3 Comments
Wednesday, September 5, 2012, 7:16 AM Waiting for a rally in small caps as a sign the broader market is ready to break out to new highs? You've gotten it - the Russell 2000 (IWM) is up 6.6% since August 1 vs. SPY +2.2%. Small caps are often viewed as needing to outperform during uptrends to confirm investor appetite to take on risk. 1 Comment [Quick Ideas]
Wednesday, August 29, 2012, 11:43 AM A rally in small-caps could be given further momentum should the Fed - instead of QE - announce a program of incentives to juice bank lending, says RiverFront's Mike Jones. The boosted funding, he argues, might find its way into M&A, rather than plant and equipment. 3 Comments
Thursday, August 2, 2012, 3:30 PM If it's a healthy sign when small caps (IWM) lead large caps (SPY) during a rally, then the recent move higher should come with a warning. Small caps failed to take out their July 19 high and instead made a series of lower highs that month, writes Joe Bell. Actually, the S&P outperformance has been going on for longer than 4 weeks. 5 Comments

JKJ iShares Morningstar Small Core Index ETF

JKJ

iShares Morningstar Small Core Index ETF