SPDR Russell 3000 ETF (THRK)

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Best Fit Large-Cap Funds ETFs

U.S. News evaluated 121 Large-Cap Funds ETFs and 29 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 Excellent
Holdings Diversity Excellent

Fund Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks a broad universe of exchange traded U.S. equity securities. In seeking to track the performance of the Russell 3000 Index (the "index"), the fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the largest 3,000 U.S. companies. The fund is non-diversified.

Fund Snapshot Updated 07.10.2014

Previous Close $147.52 Expense Ratio 0.20%
YTD Return 6.72% Avg. 30-Day Volume 1,435
1-Year Return 19.9% Market Cap Loading...
Bid $147.43 Shares Outstanding 4,150,000
Ask $147.69 Dividends $2.52
Top 10 Holdings
Apple Inc (AAPL) 2.62%
Exxon Mobil Corp (XOM) 2.01%
Microsoft Corp (MSFT) 1.57%
Johnson & Johnson (JNJ) 1.37%
General Electric Co (GE) 1.20%
Chevron Corp New (CVX) 1.13%
Wells Fargo & Co New (WFC) 1.13%
Berkshire Hathaway Inc Del (BRKB) 1.07%
Procter & Gamble Co (PG) 1.01%
Jpmorgan Chase & Co (JPM) 0.97%
% of Total Holdings 14.10%

Sector Breakdown

Geographic Breakdown

Best Fit Large-Cap Funds

See full rankings for Large-Cap Funds