iShares MSCI USA Minimum Volatility Index Fund (USMV)
#21
Best Fit Large-Cap Funds ETFs
U.S. News evaluated 102 Large-Cap Funds ETFs and 32 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 |
Good |
| Bid/Ask Ratio |
Typical |
| Holdings Diversity |
Good |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Minimum Volatility Index (the "underlying index").
The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index has been developed by MSCI Inc. ("MSCI") to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States that have lower absolute volatility. The fund is non-diversified.
Fund Snapshot Updated 06.17.2013
| Previous Close |
$33.30 |
Expense Ratio |
0.15% |
| YTD Return |
15.2% |
Avg. 30-Day Volume |
1,294,531 |
| 1-Year Return |
17.6% |
Market Cap |
Loading... |
| Bid |
$33.30 |
Shares Outstanding |
105,200,000 |
| Ask |
$33.31 |
Dividends |
$0.57 |
| Top 10 Holdings |
| Bristol Myers Squibb Co (BMY) |
1.64% |
| General Mls Inc (GIS) |
1.57% |
| Pepsico Inc (PEP) |
1.56% |
| Paychex Inc (PAYX) |
1.54% |
| Chubb Corp (CB) |
1.54% |
| Abbott Labs (ABT) |
1.52% |
| Verizon Communications Inc (VZ) |
1.52% |
| At&T Inc (T) |
1.51% |
| Kimberly Clark Corp (KMB) |
1.51% |
| Automatic Data Processing Inc (ADP) |
1.51% |
| % of Total Holdings |
15.40% |
Sector Breakdown
Geographic Breakdown
