iShares Morningstar Small-Cap Value ETF (JKL)
Best Fit Value Funds ETFs
U.S. News evaluated 49 Value Funds ETFs and 23 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 small-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 small-capitalization companies that have exhibited "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar") proprietary index methodology.
Fund Snapshot Updated 12.05.2013
||Avg. 30-Day Volume
|Top 10 Holdings
|Rite Aid Corp (RAD)
|Pitney Bowes Inc (PBI)
|U S Airways Group Inc (LCC)
|Terex Corp New (TEX)
|United States Stl Corp New (X)
|Brocade Communications Sys Inc (BRCD)
|Alliant Techsystems Inc (ATK)
|Firstmerit Corp (FMER)
|Protective Life Corp (PL)
|Cno Finl Group Inc (CNO)
|% of Total Holdings