Best Fit Capital Appreciation Funds ETFs
U.S. News evaluated 17 Capital Appreciation Funds ETFs and 1 makes our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.
| Best Fit Scorecard | |
|---|---|
| Costs | Excellent |
| Tracking Error | Typical |
| Bid/Ask Ratio | Typical |
| Holdings Diversity | Excellent |
Fund Description
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the MSCI EAFE Index, which is made up of approximately 925 common stocks of companies located in 22 countries in Europe, Australia, Asia, and the Far East. It uses statistical methods to "sample" the index, aiming to closely track its investment performance while limiting investments in index securities that have undesirable tax characteristics in an attempt to minimize taxable income distributions.
Fund Snapshot Updated 05.16.2013
| Previous Close | $38.78 | Expense Ratio | 0.16% |
| YTD Return | 10.3% | Avg. 30-Day Volume | 2,482,728 |
| 1-Year Return | 33.1% | Market Cap | Loading... |
| Bid | $38.71 | Shares Outstanding | 358,990,000 |
| Ask | $38.72 | Dividends | $1.20 |
| Top 10 Holdings | |
|---|---|
| Nestle Sa (E:NESN) | 1.84% |
| Hsbc Holdings Plc (E:HSBA) | 1.75% |
| Roche Hldgs Ag (E:ROG) | 1.50% |
| Novartis Ag (E:NOVN) | 1.46% |
| Toyota Motor Corp (E:7203) | 1.43% |
| Vodafone Group (E:VOD) | 1.26% |
| Bp (E:BP.) | 1.15% |
| Glaxosmithkline (E:GSK) | 1.09% |
| Sanofi (E:SAN) | 1.06% |
| Royal Dutch Shell (E:RDSA) | 1.04% |
| % of Total Holdings | 13.60% |
