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JKH
+15.85 · +4.31%
$383.45 · NYSE ARCA

iShares Morningstar Mid-Cap Growth ETF (JKH) ETF Analysis | Mid-Cap Growth

iShares · United States
AUM:$3.3B
#– of – in Mid-Cap Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.06% — among the lowest available for this category.

What is JKH?

The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U. 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JKH returned 11.6% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.06% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 13.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$3.3B
Expense Ratio0.06%
Dividend Yield0.09%
Holdings268
Inception DateJun 2004
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta1.08
CategoryMid-Cap Growth
CurrencyUSD
Portfolio Impact

How would JKH affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.9%
1Y
+20.9%
3Y
+62.8%
5Y
+45.4%
OpenBook InsightIf you had invested £10,000 in JKH 5 years ago, it would have grown to £14,537 — a gain of £4,537.

Annual Returns

Calendar year performance

JKH delivered positive returns in 4 of the last 5 calendar years.
YearJKH
2026 YTD+16.4%
2025+6.7%
2024+19.7%
2023+21.5%
2022-25.1%
CAGR 4yr+3.8%
4/5 positive yearsAvg return: +7.8%Worst year: -25.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
31.5%
High
Momentum
+17.3%
30-day change
Support Level
79.76
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.3% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.
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