iShares Morningstar Large-Cap ETF (JKD)

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Best Fit Large-Cap Funds ETFs

U.S. News evaluated 114 Large-Cap 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. 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. It seeks to track the investment results of the Morningstar® Large Core IndexSM (the "underlying index"), which measures the performance of stocks issued by large-capitalization companies that have exhibited average " growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology.

Fund Snapshot Updated 04.16.2014

Previous Close $109.57 Expense Ratio 0.20%
YTD Return 2.09% Avg. 30-Day Volume 15,208
1-Year Return 20.7% Market Cap Loading...
Bid $109.53 Shares Outstanding 4,250,000
Ask $109.61 Dividends $2.11
Top 10 Holdings
Microsoft Corp (MSFT) 6.35%
Johnson & Johnson (JNJ) 5.81%
Berkshire Hathaway Inc Del (BRK.B) 4.72%
Procter & Gamble Co (PG) 4.60%
Bank Of America Corporation (BAC) 3.54%
Philip Morris Intl Inc (PM) 2.80%
Pepsico Inc (PEP) 2.68%
Wal-Mart Stores Inc (WMT) 2.60%
Mcdonalds Corp (MCD) 2.08%
United Technologies Corp (UTX) 2.07%
% of Total Holdings 37.20%

Sector Breakdown

Geographic Breakdown

Best Fit Large-Cap Funds

See full rankings for Large-Cap Funds