PowerShares S&P 500 Low Volatility Portfolio (SPLV)

  • Loading...
#23

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 Typical
Holdings Diversity Good

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 04.14.2014

Previous Close $33.71 Expense Ratio 0.25%
YTD Return 2.29% Avg. 30-Day Volume 771,915
1-Year Return 10.5% Market Cap Loading...
Bid $33.71 Shares Outstanding 113,600,000
Ask $33.72 Dividends $0.86
Top 10 Holdings
Mcdonalds Corp (MCD) 1.28%
Kellogg Co (K) 1.23%
Wal-Mart Stores Inc (WMT) 1.22%
Southern Co (SO) 1.20%
Johnson & Johnson (JNJ) 1.18%
Duke Energy Corp New (DUK) 1.15%
Pepsico Inc (PEP) 1.14%
Exxon Mobil Corp (XOM) 1.13%
Us Bancorp Del (USB) 1.13%
Consolidated Edison Inc (ED) 1.13%
% of Total Holdings 11.80%

Sector Breakdown

Geographic Breakdown

Best Fit Large-Cap Funds

See full rankings for Large-Cap Funds