iShares Morningstar Mid-Cap ETF (JKG)

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Best Fit Mid-Cap Funds ETFs

U.S. News evaluated 35 Mid-Cap Funds ETFs and 14 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 Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. 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. It seeks to track the investment results of the Morningstar® Mid Core IndexSM (the "underlying index"), which measures the performance of stocks issued by mid-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology.

Fund Snapshot Updated 04.16.2014

Previous Close $132.45 Expense Ratio 0.25%
YTD Return 2.68% Avg. 30-Day Volume 9,968
1-Year Return 24.0% Market Cap Loading...
Bid $132.40 Shares Outstanding 2,050,000
Ask $132.48 Dividends $1.60
Top 10 Holdings
Southwest Airls Co (LUV) 1.31%
Pentair Ltd (PNR) 1.25%
Zimmer Hldgs Inc (ZMH) 1.23%
Fidelity Natl Information Svcs (FIS) 1.21%
Invesco Ltd (IVZ) 1.21%
Avago Technologies Ltd (AVGO) 1.17%
Harley Davidson Inc (HOG) 1.16%
Fiserv Inc (FISV) 1.15%
Beam Inc (BEAM) 1.09%
Xilinx Inc (XLNX) 1.09%
% of Total Holdings 11.90%

Sector Breakdown

Geographic Breakdown

Best Fit Mid-Cap Funds

See full rankings for Mid-Cap Funds