iShares Morningstar Small-Cap ETF (JKJ)

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Best Fit Small-Cap Funds ETFs

U.S. News evaluated 73 Small-Cap Funds ETFs and 16 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 Excellent
Holdings Diversity Good

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 07.11.2014

Previous Close $134.80 Expense Ratio 0.25%
YTD Return 4.59% Avg. 30-Day Volume 3,869
1-Year Return 16.0% Market Cap Loading...
Bid $134.68 Shares Outstanding 1,600,000
Ask $134.85 Dividends $1.29
Top 10 Holdings
Tenneco Inc (TEN) 0.86%
Polyone Corp (POL) 0.84%
Verifone Sys Inc (PAY) 0.83%
Atmel Corp (ATML) 0.82%
Teradyne Inc (TER) 0.82%
International Game Technology (IGT) 0.80%
Arris Group Inc New (ARRS) 0.79%
Cytec Inds Inc (CYT) 0.78%
Lasalle Hotel Pptys (LHO) 0.78%
Tempur Sealy Intl Inc (TPX) 0.78%
% of Total Holdings 8.10%

Sector Breakdown

Geographic Breakdown

Best Fit Small-Cap Funds

See full rankings for Small-Cap Funds