iShares Morningstar Small-Cap ETF (JKJ)

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Best Fit Small-Cap Funds ETFs

U.S. News evaluated 71 Small-Cap Funds ETFs and 18 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 Good
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of small-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® Small Core IndexSM (the "underlying index"), which measures the performance of stocks issued by small-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 $129.66 Expense Ratio 0.25%
YTD Return 0.49% Avg. 30-Day Volume 4,787
1-Year Return 26.4% Market Cap Loading...
Bid $129.58 Shares Outstanding 1,650,000
Ask $129.65 Dividends $1.18
Top 10 Holdings
Whitewave Foods Co (WWAV) 1.11%
Sunedison Inc (SUNE) 0.98%
Kate Spade & Co (KATE) 0.92%
Spirit Airls Inc (SAVE) 0.92%
Generac Hldgs Inc (GNRC) 0.89%
Polyone Corp (POL) 0.82%
Verifone Sys Inc (PAY) 0.82%
Teledyne Technologies Inc (TDY) 0.80%
Aol Inc (AOL) 0.79%
Cytec Inds Inc (CYT) 0.79%
% of Total Holdings 8.80%

Sector Breakdown

Geographic Breakdown

Best Fit Small-Cap Funds

See full rankings for Small-Cap Funds