Best Fit Specialty: Equity ETFs
U.S. News evaluated 39 Specialty: Equity ETFs and 5 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.
| Best Fit Scorecard | |
|---|---|
| Costs | Good |
| Tracking Error | Excellent |
| Bid/Ask Ratio | Good |
| Holdings Diversity | Good |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA ESG Select 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 is an optimized index designed to measure the equity performance of U.S. companies that have positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index.
Fund Snapshot Updated 05.22.2013
| Previous Close | $69.88 | Expense Ratio | 0.50% |
| YTD Return | 17.8% | Avg. 30-Day Volume | 8,869 |
| 1-Year Return | 24.8% | Market Cap | Loading... |
| Bid | $69.82 | Shares Outstanding | 3,100,000 |
| Ask | $69.91 | Dividends | $1.04 |
| Top 10 Holdings | |
|---|---|
| Eaton Corp Plc (ETN) | 4.02% |
| International Business Machs (IBM) | 3.13% |
| Nextera Energy Inc (NEE) | 3.13% |
| American Express Co (AXP) | 3.05% |
| Marsh & Mclennan Cos Inc (MMC) | 2.75% |
| Nike Inc (NKE) | 2.39% |
| Apple Inc (AAPL) | 2.37% |
| Spectra Energy Corp (SE) | 2.23% |
| Sigma Aldrich Corp (SIAL) | 2.21% |
| Travelers Companies Inc (TRV) | 2.19% |
| % of Total Holdings | 27.50% |
