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Upturn AI SWOT - About
iShares Morningstar Value ETF (JKF)
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Upturn Advisory Summary
10/23/2025: 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 21.01% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/23/2025 |
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 (IVE) seeks to track the investment results of the Morningstar Value Index, which measures the performance of U.S. large- and mid-capitalization stocks exhibiting value characteristics. It focuses on stocks that are undervalued relative to their peers, primarily investing in a diversified portfolio of equities across various sectors.
Reputation and Reliability
iShares is a well-established and reputable ETF provider, known for its broad range of investment products and reliable tracking of underlying indexes.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing investment portfolios, providing confidence in the ETF's management.
Investment Objective
Goal
To track the investment results of the Morningstar Value Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Morningstar Value Index by investing in stocks that exhibit value characteristics.
Composition The ETF primarily holds U.S. large- and mid-capitalization stocks identified as undervalued based on Morningstar's proprietary methodology.
Market Position
Market Share: Difficult to assess precise market share due to varied definitions of 'value' ETF category. IVE is a significant player within the large-cap value ETF market.
Total Net Assets (AUM): 14870000000
Competitors
Key Competitors
- VTV
- SCHV
- RPG
Competitive Landscape
The value ETF market is competitive, with multiple ETFs offering exposure to value stocks. IVE leverages the Morningstar Value Index, which may appeal to investors who trust Morningstar's research. Competitors may use different value metrics or weighting schemes, resulting in varying performance characteristics.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers. Data is not included here to avoid stale information.
Benchmark Comparison: Performance compared to the Morningstar Value Index will indicate tracking effectiveness. This should be regularly monitored.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IVE generally exhibits strong liquidity with a high average daily trading volume, making it easier to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards value stocks influence IVE's performance. Value stocks tend to outperform during periods of economic recovery and rising interest rates.
Growth Trajectory
IVE's growth trajectory is tied to the performance of value stocks and the overall market. Changes in the composition of the Morningstar Value Index can also affect the ETF's performance.
Moat and Competitive Advantages
Competitive Edge
IVE benefits from the well-known iShares brand and the Morningstar Value Index methodology. The ETF's low expense ratio gives it a cost advantage over some competitors. The fund's diversified portfolio of value stocks offers broad exposure to the market. This makes the fund suitable for investors seeking a passive value investment.
Risk Analysis
Volatility
IVE's volatility is generally comparable to that of the overall stock market, but may be higher during periods of market turbulence or sector-specific downturns affecting value stocks.
Market Risk
IVE is subject to market risk, meaning the value of its holdings can decline due to factors such as economic recession, geopolitical events, or changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to undervalued U.S. stocks. These investors generally have a moderate risk tolerance and a preference for value investing.
Market Risk
IVE is best suited for long-term investors seeking passive exposure to value stocks as part of a diversified portfolio.
Summary
The iShares Morningstar Value ETF (IVE) offers a convenient way to invest in a diversified portfolio of undervalued U.S. stocks. IVE's low expense ratio and high liquidity make it an attractive option for value investors. Its performance is tied to the Morningstar Value Index, reflecting the performance of its underlying holdings. IVE is suitable for long-term investors with a moderate risk tolerance and preference for value investing as part of a well-diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.