iShares U.S. Insurance ETF (IAK)

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Best Fit Financial Services Funds ETFs

U.S. News evaluated 46 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 Good
Tracking Error Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. 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. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Fund Snapshot Updated 07.21.2014

Previous Close $47.91 Expense Ratio 0.48%
YTD Return 1.95% Avg. 30-Day Volume 10,734
1-Year Return 11.4% Market Cap Loading...
Bid $47.87 Shares Outstanding 2,800,000
Ask $47.93 Dividends $0.68
Top 10 Holdings
American Intl Group Inc (AIG) 14.09%
Metlife Inc (MET) 11.04%
Prudential Finl Inc (PRU) 7.37%
Ace Ltd (ACE) 6.18%
Travelers Companies Inc (TRV) 5.85%
Aflac Inc (AFL) 5.10%
Allstate Corp (ALL) 4.45%
Chubb Corp (CB) 4.05%
Hartford Finl Svcs Group Inc (HIG) 2.88%
Principal Finl Group Inc (PFG) 2.50%
% of Total Holdings 63.50%

Sector Breakdown

Geographic Breakdown

Best Fit Financial Services Funds

See full rankings for Financial Services Funds