SPDR S&P Insurance ETF (KIE)

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#4

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 Typical
Holdings Diversity Good

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 in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "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 insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Fund Snapshot Updated 04.22.2014

Previous Close $61.71 Expense Ratio 0.35%
YTD Return 1.80% Avg. 30-Day Volume 136,113
1-Year Return 20.0% Market Cap Loading...
Bid $61.68 Shares Outstanding 4,450,000
Ask $61.72 Dividends $0.90
Top 10 Holdings
Aspen Insurance Holdings Ltd (AHL) 2.33%
Old Rep Intl Corp (ORI) 2.17%
Genworth Finl Inc (GNW) 2.16%
Everest Re Group Ltd (RE) 2.15%
Travelers Companies Inc (TRV) 2.14%
Chubb Corp (CB) 2.14%
American Intl Group Inc (AIG) 2.13%
Renaissancere Holdings Ltd (RNR) 2.12%
Xl Group Plc (XL) 2.11%
Cincinnati Finl Corp (CINF) 2.10%
% of Total Holdings 21.60%

Sector Breakdown

Geographic Breakdown

Best Fit Financial Services Funds

See full rankings for Financial Services Funds