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Upturn AI SWOT - About
iShares Morningstar Value ETF (JKF)
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Upturn Advisory Summary
08/13/2025: JKF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.23% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 70.58 - 85.63 | Updated Date 06/29/2025 |
52 Weeks Range 70.58 - 85.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar Value ETF
ETF Overview
Overview
The iShares Morningstar Value ETF (ticker IVE) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics, providing exposure to potentially undervalued companies.
Reputation and Reliability
iShares is a reputable and reliable ETF provider, managed by BlackRock, one of the world's largest asset managers with a strong track record.
Management Expertise
BlackRock possesses extensive management expertise in ETFs, utilizing experienced portfolio managers and sophisticated investment strategies.
Investment Objective
Goal
To track the investment results of the Morningstar Value Index, which measures the performance of U.S. large- and mid-cap stocks exhibiting value characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Morningstar Value Index through a representative sampling strategy.
Composition The ETF primarily holds stocks of large- and mid-capitalization U.S. companies that are identified as having value characteristics based on Morningstar's proprietary methodology.
Market Position
Market Share: IVE holds a significant market share within the value ETF category.
Total Net Assets (AUM): 29499000000
Competitors
Key Competitors
- VTV
- RPV
- IWD
Competitive Landscape
The value ETF space is competitive, with IVE facing strong competition from Vanguard's VTV and other established funds. IVE benefits from BlackRock's brand recognition and established distribution network. However, VTV generally has a lower expense ratio, making it a more cost-effective option. RPV focuses on deep value, differentiating itself from IVE's broader value approach. IWD focuses on a more diversified approach, offering wider exposure to the value stocks.
Financial Performance
Historical Performance: Historical performance data can be obtained from iShares' or other financial data providers.
Benchmark Comparison: The ETF's performance is compared to the Morningstar Value Index. Historical performance depends on the timeframe.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVE generally exhibits high liquidity with robust average daily trading volume.
Bid-Ask Spread
IVE's bid-ask spread is typically tight, reflecting its high liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector performance can significantly impact IVE's performance. Value stocks tend to perform well during periods of economic recovery and rising interest rates.
Growth Trajectory
IVE's growth trajectory is dependent on the overall performance of the value investing style and market conditions. Strategic shifts and holdings will be reflected in updated fact sheets and prospectuses.
Moat and Competitive Advantages
Competitive Edge
IVE's competitive edge stems from its tracking of the Morningstar Value Index, a well-regarded benchmark for value investing. Its association with BlackRock provides credibility and access to a broad distribution network. The ETF's low expense ratio makes it an attractive option for cost-conscious investors. Furthermore, IVE offers a diversified portfolio of value stocks, reducing individual stock risk and appealing to a wide range of investors.
Risk Analysis
Volatility
IVE's volatility is generally correlated with the broader market and the performance of value stocks. Value stocks can be more sensitive to economic downturns.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and changes in investor sentiment. Sector concentration can also increase risk if certain sectors underperform.
Investor Profile
Ideal Investor Profile
The ideal investor for IVE is one seeking exposure to value stocks as part of a diversified portfolio and has a long-term investment horizon.
Market Risk
IVE is suitable for long-term investors seeking value exposure but may also be utilized by active traders for tactical asset allocation.
Summary
The iShares Morningstar Value ETF (IVE) provides exposure to large- and mid-cap U.S. equities exhibiting value characteristics. Managed by BlackRock, a reputable issuer, IVE offers a low-cost way to track the Morningstar Value Index. Its performance is tied to the value investing style and economic conditions. While it faces competition from other value ETFs, IVE's scale, brand, and low expense ratio make it a compelling choice for investors seeking value exposure as part of a well-rounded portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- BlackRock
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Morningstar Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap Broad Value IndexSM composed of large-and mid-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-mid capitalization companies that have exhibited above-average "value" characteristics as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.