Best Fit Financial Services Funds ETFs
U.S. News evaluated 43 Financial Services Funds ETFs and 13 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.
| Best Fit Scorecard | |
|---|---|
| Costs | Good |
| Tracking Error | Good |
| Bid/Ask Ratio | Good |
| Holdings Diversity | Typical |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Insurance Index. 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 the insurance sector of the U.S. equity market. The underlying index includes companies in the following industry groups: full line insurance, insurance brokers, property and casualty insurance, reinsurance and life insurance. The fund is non-diversified.
Fund Snapshot Updated 06.17.2013
| Previous Close | $40.90 | Expense Ratio | 0.48% |
| YTD Return | 24.3% | Avg. 30-Day Volume | 39,116 |
| 1-Year Return | 39.6% | Market Cap | Loading... |
| Bid | $40.89 | Shares Outstanding | 2,900,000 |
| Ask | $40.91 | Dividends | $0.61 |
| Top 10 Holdings | |
|---|---|
| American Intl Group Inc (AIG) | 12.60% |
| Metlife Inc (MET) | 9.50% |
| Prudential Finl Inc (PRU) | 6.66% |
| Travelers Companies Inc (TRV) | 6.20% |
| Ace Ltd (ACE) | 6.00% |
| Aflac Inc (AFL) | 5.38% |
| Chubb Corp (CB) | 4.58% |
| Allstate Corp (ALL) | 4.54% |
| Loews Corp (L) | 2.89% |
| Progressive Corp Ohio (PGR) | 2.89% |
| % of Total Holdings | 61.20% |
