Best Fit Growth & Income Funds ETFs
U.S. News evaluated 14 Growth & Income Funds ETFs and 5 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 | Excellent |
| Bid/Ask Ratio | Excellent |
| 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 S&P Target Risk Conservative Index. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares funds that themselves seek investment results corresponding to their own underlying indexes. The fund generally invests at least 90% of its assets in securities of the underlying index. The underlying index measures the performance of S&P's proprietary allocation model, which is intended to represent a "conservative" target risk allocation strategy as defined by S&P.
Fund Snapshot Updated 05.21.2013
| Previous Close | $31.75 | Expense Ratio | 0.30% |
| YTD Return | 4.4% | Avg. 30-Day Volume | 25,766 |
| 1-Year Return | 9.6% | Market Cap | Loading... |
| Bid | $31.76 | Shares Outstanding | 4,150,000 |
| Ask | $31.78 | Dividends | $0.65 |
| Top Holdings | |
|---|---|
| Ishares Core Us Bond Market Etf (AGG) | 34.70% |
| Ishares Barclays Short Treasury Bond Fund (SHV) | 25.26% |
| Ishares Core S&P 500 Etf (IVV) | 15.10% |
| Ishares Msci Eafe Index Fund (EFA) | 12.00% |
| Ishares Iboxx $ High Yield Corporate Bond Fund (HYG) | 8.35% |
| Ishares Core S&P Midcap Etf (IJH) | 2.38% |
| Ishares Core S&P Small-Cap Etf (IJR) | 1.14% |
| Ishares Msci Emerging Markets Index Fund (EEM) | 1.07% |
| % of Total Holdings | 100.00% |
