iShares Morningstar Large-Cap Value ETF (JKF)
Best Fit Value Funds ETFs
U.S. News evaluated 50 Value Funds ETFs and 24 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
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.
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 stocks issued by large-capitalization companies that have exhibited above-average "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology. The fund is non-diversified.
Fund Snapshot Updated 04.16.2014
||Avg. 30-Day Volume
|Top 10 Holdings
|Exxon Mobil Corp (XOM)
|General Electric Co (GE)
|Wells Fargo & Co New (WFC)
|Chevron Corp New (CVX)
|Jpmorgan Chase & Co (JPM)
|Verizon Communications Inc (VZ)
|International Business Machs (IBM)
|Pfizer Inc (PFE)
|At&T Inc (T)
|Merck & Co Inc New (MRK)
|% of Total Holdings