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

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#5

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 Excellent

Fund Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index. It may invest up to 10% of its net assets in securities not included in its index.

Fund Snapshot Updated 04.15.2014

Previous Close $37.45 Expense Ratio 0.07%
YTD Return 0.46% Avg. 30-Day Volume 214,482
1-Year Return 22.6% Market Cap Loading...
Bid $37.45 Shares Outstanding 27,800,000
Ask $37.47 Dividends $0.53
Top 10 Holdings
Cheniere Energy Inc (LNG) 0.52%
Helmerich & Payne Inc (HP) 0.50%
Nrg Energy Inc (NRG) 0.45%
Essex Ppty Tr Inc (ESS) 0.45%
Cimarex Energy Co (XEC) 0.44%
Trimble Navigation Ltd (TRMB) 0.43%
Sl Green Rlty Corp (SLG) 0.42%
Akamai Technologies Inc (AKAM) 0.42%
Tractor Supply Co (TSCO) 0.41%
Pall Corp (PLL) 0.40%
% of Total Holdings 4.40%

Sector Breakdown

Geographic Breakdown

Best Fit Mid-Cap Funds

See full rankings for Mid-Cap Funds