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

  • Loading...

Best Fit Mid-Cap Funds ETFs

U.S. News evaluated 35 Mid-Cap Funds ETFs and 11 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 Good
Tracking Error Excellent
Bid/Ask Ratio Excellent
Holdings Diversity Excellent

Fund Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI US 1500 Small-Mid Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index was composed of approximately 1,500 U.S. stocks that FTSE International Limited and Research Affiliates LLC strictly in accordance with its guidelines and mandated procedures, included to track the performance of small and medium-sized U.S. equity stocks based on the following four fundamental measures of firm size: book value, sales, cash flow and dividends.

Fund Snapshot Updated 07.09.2014

Previous Close Expense Ratio 0.39%
YTD Return 2.74% Avg. 30-Day Volume 32,062
1-Year Return 18.7% Market Cap Loading...
Bid $100.09 Shares Outstanding 9,950,000
Ask $100.15 Dividends $0.85
Top 10 Holdings
Matson Inc (MATX) 0.77%
Cdw Corp (CDW) 0.22%
Asbury Automotive Group Inc (ABG) 0.22%
Micros Sys Inc (MCRS) 0.21%
Susser Hldgs Corp (SUSS) 0.21%
Ann Inc (ANN) 0.20%
Fresh Del Monte Produce Inc (FDP) 0.20%
Axiall Corp (AXLL) 0.20%
Hyatt Hotels Corp (H) 0.20%
Hub Group Inc (HUBG) 0.19%
% of Total Holdings 2.60%

Sector Breakdown

Geographic Breakdown

Best Fit Mid-Cap Funds

See full rankings for Mid-Cap Funds