Finding Value in ETF's Worth Owning for the Long Haul
Yesterday we accumulated more shares of the iShares Morningstar Mid-Cap Growth ETF (IMCG). We didn’t buy these shares on sale this time; these shares were bought due to forgetting that this ETF was splitting on the same day as our regular Monday buy order. Lesson learned; pay attention to splits. Note: IMCG was previously listed as ticker symbol JKH. Read why we invest in IMCG right here: 4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3
BlackRock says just two of the ETFs will provide access to 99.5% of the U.S. stock market.
— Read on www.thinkadvisor.com/2021/03/22/9-blackrock-ishares-etfs-slash-fees-switch-indexes/
NEW YORK–(BUSINESS WIRE)–
BlackRock implemented a series of product enhancements to the iShares Morningstar Style Box ETFs today. The style box suite, composed of nine ETFs, underwent benchmark changes, ticker changes, and expense ratio reductions. Three of the funds also had updates to their fund names and investment objectives. The suite is positioned as the lowest cost style box line-up in the industry.
In addition, BlackRock announced forward share splits for the nine ETFs for shareholders of record as of April 14, 2021, payable after the close of trading on April 16, 2021. These splits will lower the share price and increase the number of outstanding shares. The total value of shares outstanding is not affected and the total value of a shareholder’s investment in the fund is not affected by the forward share split.
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-112011602.html
When Morningstar enhances its equity style indexes BlackRock’s iShares ETFs based on Morningstar indexes will follow.
— Read on www.thinkadvisor.com/2020/12/15/blackrock-morningstar-broaden-style-indexes-for-u-s-stocks/
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) on 12/11/2020 declared a dividend of $ 0.0400 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is a decrease of $ 0.0395 from last dividend Paid.
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) has paid dividends since 2004, has a current dividend yield of 0.0948047042% and has increased its dividends for 1 successive years.
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-102010291.html
Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the iShares Morningstar MidCap Growth ETF (JKH) is a passively managed exchange traded fund launched on 06/28/2004.
— Read on www.nasdaq.com/articles/should-ishares-morningstar-midcap-growth-etf-jkh-be-on-your-investing-radar-2020-08-11
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-102010373.html
Today we sold our shares of the iShares Russell Mid-Cap Growth ETF (IWP), and bought shares of the iShares Morningstar Mid-Cap Growth ETF (JKH). Read why we invest in JKH right here: 4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2020
Continue reading “4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3”
U.S. Mid Cap Growth vs U.S. Large Cap Blend (S&P 500): January 1972 – August 2019
Source: https://www.portfoliovisualizer.com/
The oldest available U.S. Mid Cap Growth ETF is the iShares S&P Mid-Cap 400 Growth ETF (IJK). It’s inception date was July 24, 2000. Since inception, IJK has outperformed an S&P 500 index fund by 1.76% CAGR.
IJK vs S&P 500 index fund: August 2000 – July 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.2”
U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 through August 2018
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.1”