WisdomTree MidCap Earnings Fund (EZM)
#5
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 |
Good |
| Tracking Error |
Excellent |
| Bid/Ask Ratio |
Excellent |
| Holdings Diversity |
Excellent |
Fund Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index.
The fund employs a passive management (or indexing) investment approach designed to track the performance of the WisdomTree MidCap Earnings Index. It attempts to invest all, or substantially all, of its assets in the stocks that make up the index. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The fund is non-diversified.
Fund Snapshot Updated 05.16.2013
| Previous Close |
$73.05 |
Expense Ratio |
0.38% |
| YTD Return |
17.3% |
Avg. 30-Day Volume |
10,160 |
| 1-Year Return |
36.2% |
Market Cap |
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| Bid |
$73.05 |
Shares Outstanding |
3,000,000 |
| Ask |
$73.09 |
Dividends |
$1.08 |
| Top 10 Holdings |
| American Cap Ltd (ACAS) |
1.74% |
| Aol Inc (AOL) |
1.15% |
| U S Airways Group Inc (LCC) |
0.81% |
| Assurant Inc (AIZ) |
0.75% |
| Agco Corp (AGCO) |
0.73% |
| Allison Transmission Hldgs Inc (ALSN) |
0.60% |
| Safeway Inc (SWY) |
0.60% |
| Oil Sts Intl Inc (OIS) |
0.58% |
| Lear Corp (LEA) |
0.58% |
| Timken Co (TKR) |
0.57% |
| % of Total Holdings |
8.10% |
Sector Breakdown
Geographic Breakdown
