iShares Morningstar Large-Cap Growth ETF (JKE)

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#19

Best Fit Growth Funds ETFs

U.S. News evaluated 60 Growth Funds ETFs and 35 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 Excellent
Tracking Error Excellent
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. 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 stocks issued by large-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology. The fund is non-diversified.

Fund Snapshot Updated 04.23.2014

Previous Close $99.90 Expense Ratio 0.25%
YTD Return 0.35% Avg. 30-Day Volume 28,677
1-Year Return 23.6% Market Cap Loading...
Bid $99.82 Shares Outstanding 5,200,000
Ask $99.89 Dividends $0.96
Top 10 Holdings
Apple Inc (AAPL) 9.15%
Coca Cola Co (KO) 3.01%
Google Inc (GOOGL) 2.97%
Google Inc (GOOG) 2.91%
Oracle Corp (ORCL) 2.69%
Qualcomm Inc (QCOM) 2.67%
Schlumberger Ltd (SLB) 2.61%
Comcast Corp New (CMCSA) 2.61%
Disney Walt Co (DIS) 2.53%
Amazon Com Inc (AMZN) 2.36%
% of Total Holdings 33.50%

Sector Breakdown

Geographic Breakdown

Best Fit Growth Funds

See full rankings for Growth Funds