Financial Select Sector SPDR Fund (XLF)

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Best Fit Financial Services Funds ETFs

U.S. News evaluated 45 Financial Services Funds ETFs and 18 make 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.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Excellent
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Good

Fund Description

The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.

Fund Snapshot Updated 04.16.2014

Previous Close $21.81 Expense Ratio 0.21%
YTD Return 0.20% Avg. 30-Day Volume 50,775,104
1-Year Return 23.0% Market Cap Loading...
Bid $21.82 Shares Outstanding 808,745,000
Ask $21.83 Dividends $0.34
Top 10 Holdings
Wells Fargo & Co New (WFC) 8.72%
Berkshire Hathaway Inc Del (BRK.B) 8.42%
Jpmorgan Chase & Co (JPM) 7.77%
Bank Of America Corporation (BAC) 6.33%
Citigroup Inc (C) 5.43%
American Express Co (AXP) 2.97%
American Intl Group Inc (AIG) 2.74%
Us Bancorp Del (USB) 2.74%
Goldman Sachs Group Inc (GS) 2.45%
Metlife Inc (MET) 2.11%
% of Total Holdings 49.70%

Sector Breakdown

Geographic Breakdown

Best Fit Financial Services Funds

See full rankings for Financial Services Funds