PowerShares High Yield Equity Dividend Achievers Portfolio (PEY)

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Best Fit Income Funds ETFs

U.S. News evaluated 81 Income Funds ETFs and 37 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 Excellent
Holdings Diversity Good

Fund Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Mergent Dividend AchieversTM 50 Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks of companies that have a consistent record of dividend increases and that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Mergent®, Inc. includes stock in the underlying index, principally on the basis of dividend yield and consistent growth in dividends. The underlying index was composed of 50 companies.

Fund Snapshot Updated 04.16.2014

Previous Close $12.25 Expense Ratio 0.50%
YTD Return 4.67% Avg. 30-Day Volume 133,034
1-Year Return 20.9% Market Cap Loading...
Bid $12.24 Shares Outstanding 31,550,000
Ask $12.26 Dividends $0.41
Top 10 Holdings
Vector Group Ltd (VGR) 4.15%
At&T Inc (T) 3.39%
Old Rep Intl Corp (ORI) 3.24%
Mercury Genl Corp New (MCY) 2.89%
Altria Group Inc (MO) 2.84%
Peoples United Financial Inc (PBCT) 2.55%
Southern Co (SO) 2.52%
Conocophillips (COP) 2.41%
Ppl Corp (PPL) 2.29%
United Bankshares Inc West Va (UBSI) 2.27%
% of Total Holdings 28.50%

Sector Breakdown

Geographic Breakdown

Best Fit Income Funds

See full rankings for Income Funds