SPDR S&P Capital Markets ETF (KCE)

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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 Good
Tracking Error Excellent
Bid/Ask Ratio Excellent
Holdings Diversity Typical

Fund Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.

Fund Snapshot Updated 04.16.2014

Previous Close $46.50 Expense Ratio 0.35%
YTD Return 6.82% Avg. 30-Day Volume 15,210
1-Year Return 26.4% Market Cap Loading...
Bid $46.47 Shares Outstanding 4,150,000
Ask $46.54 Dividends $0.95
Top 10 Holdings
Federated Invs Inc Pa (FII) 3.31%
Janus Cap Group Inc (JNS) 3.24%
Blackrock Inc (BLK) 3.23%
Franklin Res Inc (BEN) 3.15%
Schwab Charles Corp New (SCHW) 3.15%
Invesco Ltd (IVZ) 3.12%
Bank New York Mellon Corp (BK) 3.09%
State Str Corp (STT) 3.07%
Price T Rowe Group Inc (TROW) 3.07%
Affiliated Managers Group (AMG) 3.06%
% of Total Holdings 31.50%

Sector Breakdown

Geographic Breakdown

Best Fit Financial Services Funds

See full rankings for Financial Services Funds