iShares Russell Microcap Index Fund (IWC)

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#1

Best Fit Micro-Cap Funds ETFs

U.S. News evaluated 4 Micro-Cap Funds ETFs and 2 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 Typical
Tracking Error Good
Bid/Ask Ratio Excellent
Holdings Diversity Excellent

Fund Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Microcap Index. 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. The underlying index measures the performance of the microcap sector of the U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index and includes equity securities issued by issuers with total market capitalizations ranging from approximately $30 million to $668 million.

Fund Snapshot Updated 06.17.2013

Previous Close $61.89 Expense Ratio 0.68%
YTD Return 18.6% Avg. 30-Day Volume 56,802
1-Year Return 30.2% Market Cap Loading...
Bid $61.86 Shares Outstanding 9,600,000
Ask $61.93 Dividends $1.01
Top 10 Holdings
Radian Group Inc (RDN) 0.78%
Aegerion Pharmaceuticals Inc (AEGR) 0.61%
Acadia Pharmaceuticals Inc (ACAD) 0.57%
American Rlty Cap Pptys Inc (ARCP) 0.53%
Virtus Invt Partners Inc (VRTS) 0.47%
Home Ln Servicing Solutions Lt (HLSS) 0.46%
Colony Finl Inc (CLNY) 0.45%
Celldex Therapeutics Inc New (CLDX) 0.44%
Scorpio Tankers Inc (STNG) 0.43%
Santarus Inc (SNTS) 0.41%
% of Total Holdings 5.20%

Sector Breakdown

Geographic Breakdown

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Best Fit Micro-Cap Funds

1

iShares Russell Microcap Index Fund (IWC)

2

First Trust Dow Jones Select MicroCap Index Fund (FDM)

See full rankings for Micro-Cap Funds

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