PowerShares S&P 500 Low Volatility Portfolio (SPLV)

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#23

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 Excellent

Fund Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

Fund Snapshot Updated 06.17.2013

Previous Close $31.41 Expense Ratio 0.25%
YTD Return 15.1% Avg. 30-Day Volume 3,022,950
1-Year Return 17.9% Market Cap Loading...
Bid $31.42 Shares Outstanding 144,350,000
Ask $31.43 Dividends $0.86
Top 10 Holdings
Johnson & Johnson (JNJ) 1.40%
Nextera Energy Inc (NEE) 1.27%
Consolidated Edison Inc (ED) 1.27%
Kellogg Co (K) 1.26%
Dte Energy Co (DTE) 1.25%
Clorox Co Del (CLX) 1.25%
Southern Co (SO) 1.24%
Pepsico Inc (PEP) 1.21%
General Mls Inc (GIS) 1.20%
American Elec Pwr Inc (AEP) 1.17%
% of Total Holdings 12.50%

Sector Breakdown

Geographic Breakdown

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Best Fit Large-Cap Funds

1

iShares MSCI USA Index Fund (EUSA)

2

iShares Dow Jones US Index Fund (IYY)

3

iShares Core S&P Total U.S. Stock Market ETF (ITOT)

4

Schwab U.S. Large-Cap ETF (SCHX)

See full rankings for Large-Cap Funds

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