iShares Russell 2000 Index Fund (IWM)
#9
Best Fit Small-Cap Funds ETFs
U.S. News evaluated 65 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 |
Excellent |
| Bid/Ask Ratio |
Typical |
| Holdings Diversity |
Excellent |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Index (the "underlying index").
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. The underlying index measures the performance of the small-capitalization sector of the U.S. equity market. The underlying index includes issuers representing approximately 10% of the total market capitalization of all publicly-traded U.S. equity securities.
Fund Snapshot Updated 05.23.2013
| Previous Close |
$97.86 |
Expense Ratio |
0.24% |
| YTD Return |
16.4% |
Avg. 30-Day Volume |
45,128,698 |
| 1-Year Return |
30.0% |
Market Cap |
Loading... |
| Bid |
$97.88 |
Shares Outstanding |
208,750,000 |
| Ask |
$97.89 |
Dividends |
$1.70 |
| Top 10 Holdings |
| Pharmacyclics Inc (PCYC) |
0.35% |
| Starwood Ppty Tr Inc (STWD) |
0.32% |
| Ocwen Finl Corp (OCN) |
0.32% |
| Alaska Air Group Inc (ALK) |
0.30% |
| Two Hbrs Invt Corp (TWO) |
0.30% |
| Alkermes Plc (ALKS) |
0.29% |
| Genesee & Wyo Inc (GWR) |
0.28% |
| Omega Healthcare Invs Inc (OHI) |
0.28% |
| Gulfport Energy Corp (GPOR) |
0.27% |
| Eagle Materials Inc (EXP) |
0.27% |
| % of Total Holdings |
3.00% |
Sector Breakdown
Geographic Breakdown
