iShares Core S&P MidCap ETF (IJH)

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#6

Best Fit Mid-Cap Funds ETFs

U.S. News evaluated 34 Mid-Cap Funds ETFs and 13 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 Excellent

Fund Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400® (the "underlying 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 mid-capitalization sector of the U.S. equity market. As of March 31, 2012, the underlying index included approximately 8% of the market capitalization of all U.S. equity securities.

Fund Snapshot Updated 05.22.2013

Previous Close $119.40 Expense Ratio 0.15%
YTD Return 17.7% Avg. 30-Day Volume 663,082
1-Year Return 29.5% Market Cap Loading...
Bid $119.29 Shares Outstanding 136,700,000
Ask $119.31 Dividends $1.54
Top 10 Holdings
Vertex Pharmaceuticals Inc (VRTX) 1.29%
Equinix Inc (EQIX) 0.80%
Ametek Inc New (AME) 0.79%
Hollyfrontier Corp (HFC) 0.76%
Green Mtn Coffee Roasters Inc (GMCR) 0.71%
Alliance Data Systems Corp (ADS) 0.67%
Affiliated Managers Group (AMG) 0.65%
Church & Dwight Inc (CHD) 0.65%
Schein Henry Inc (HSIC) 0.63%
Oceaneering Intl Inc (OII) 0.61%
% of Total Holdings 7.60%

Sector Breakdown

Geographic Breakdown

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Best Fit Mid-Cap Funds

1

Vanguard S&P Mid-Cap 400 ETF (IVOO)

2

Schwab U.S. Mid-Cap ETF (SCHM)

3

PowerShares FTSE RAFI US 1500 Small-Mid Portfolio (PRFZ)

4

iShares Russell Midcap Index Fund (IWR)

See full rankings for Mid-Cap Funds

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