EWRM - Russell Midcap Equal Weight ETF

Description: The index measures the performance of mid cap U.S. equities.

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EWRM - Profile

Summary Data for EWRM

52 Week Lo: $40.72 52 Week Hi: $52.60
AUM: $144.6 M Shares: 2.9 M
Avg. Volume (1 month) 11,600 Avg. Volume (3 month) 13,349
Filings Data as of:

EWRM - Holdings

Top Ten Holdings

  1. Pilgrims Pride Corp PPC: 0.37%
  2. Bunge Ltd BG: 0.34%
  3. ConAgra Foods Inc CAG: 0.34%
  4. Tyson Foods Inc Class A TSN: 0.34%
  5. Safeway Inc SWY: 0.33%
  6. Hillshire Brands Co HSH: 0.33%
  7. Spectrum Brands Holdings Inc SPB: 0.33%
  8. Dr Pepper Snapple Group Inc DPS: 0.33%
  9. Kroger Co KR: 0.32%
  10. Hain Celestial Group Inc HAIN: 0.32%
%Assets in Top 10: 3.35%
Total Holdings: 840.0

EWRM Asset Allocation

Asset Percentage
U.S. Stocks 96.96%
International Stocks 2.92%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.0%
Other 0.12%

EWRM Sector Breakdown

Sector Percentage
Technology 13.16%
Industrials 12.9%
Consumer Defensive 11.79%
Consumer Cyclical 11.73%
Health Care 10.96%
Energy 10.44%
Utilities 8.9%
Basic Materials 7.57%
Financial Services 6.03%
Real Estate 4.21%
Communication Services 2.08%

EWRM Market Cap Breakdown

Market Cap Percentage
Giant 0.11%
Large 12.18%
Medium 72.78%
Small 14.53%
Micro 0.15%

EWRM Region Breakdown

Region Percentage
U.S. 96.96%
Europe 1.51%
Canada 0.42%
Latin America 0.22%
Africa 0.17%
Middle East 0.11%
Asia (Developed) 0.11%
Asia (Emerging) 0.1%
Australia 0.0%
Japan 0.0%
Region Percentage
Developed 99.45%
Emerging 0.44%

EWRM Country Breakdown

Country Percentage
United States 96.96%
Singapore 0.11%
Ireland 0.65%
United Kingdom 0.52%
Canada 0.42%
Netherlands 0.34%
Norway 0.18%
Colombia 0.17%
Ghana 0.17%
Israel 0.11%
Other 0.37%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

EWRM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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EWRM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of EWRM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

EWRM - Fundamentals

EWRM Performance

1 Week Return: 1.51%
2 Week Return: 3.21%
4 Week Return: 1.71%
13 Week Return: 5.23%
26 Week Return: 6.20%
YTD Return: 10.28%
1 Year Return: 21.85%
3 Year Return: 87.17%
5 Year Return: n/a

EWRM Expenses & Fees

  • Expense Ratio: 0.41%
  • Category: Mid Cap Blend Equities
  • Category Range: 0.07% to 1.00%
  • Category Average: 0.35%

EWRM Valuation

P/E Ratio: 16.1
Beta: -1.04
20 Day Moving Average: $49.78
60 Day Moving Average: $50.16

EWRM Dividend

Annual Dividend Rate: $0.93
Dividend Date: 2014-06-20
Dividend: $0.17
Annual Dividend Yield %: 1.83%

EWRM Volatility

5 Day Volatility: 6.63%
20 Day Volatility: 10.98%
50 Day Volatility: 9.46%
200 Day Volatility: 10.51%
Standard Deviation: 2.63%

EWRM - Technicals

EWRM Technicals

20 Day MA: $49.78
60 Day MA: $50.16
MACD 15 Period: 1.19
MACD 100 Period: 1.74
Williams % Range 10 Day: 43.71
Williams % Range 20 Day: 37.68
RSI 10 Day: 72
RSI 20 Day: 61
RSI 30 Day: 59
Ultimate Oscillator: 49

EWRM Bollinger Bands

Lower Bollinger (10 Day): $49.01
Upper Bollinger (10 Day): $51.65
Lower Bollinger (20 Day): $48.23
Upper Bollinger (20 Day): $51.38
Lower Bollinger (30 Day): $48.59
Upper Bollinger (30 Day): $51.36

EWRM Support & Resistance

Support Level 1: $50.51
Support Level 2: $49.96
Resistance Level 1: $52.11
Resistance Level 2: $53.16

EWRM Stochastic

Stochastic Oscillator %D (1 Day): 48.36
Stochastic Oscillator %D (5 Day): 70.43
Stochastic Oscillator %K (1 Day): 61.96
Stochastic Oscillator %K (5 Day): 82.54

EWRM Volatility

5 Day Volatility: 6.63%
20 Day Volatility: 10.98%
50 Day Volatility: 9.46%
200 Day Volatility: 10.51%
Standard Deviation: 2.63%

EWRM - ETFdb Realtime Rating & Analyst Report

EWRM is a passive ETF that seeks to replicate Russell Midcap Equal Weight Index. The index measures the performance of mid cap U.S. equities.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Mid Cap Blend Equities 0.41 2010-12-08 Guggenheim ETF +10.28%

EWRM Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity C+
Expenses B-
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for EWRM on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Mid Cap Blend Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.

EWRM Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for EWRM, as well as the A+ Overall Rated ETF in EWRM's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for EWRM

This ETF is one of several ETFs available that offers exposure to mid cap U.S. stocks, an asset class that can make up a significant portion of long-term, buy-and-hold portfolios. As such, this ETF may be more appealing to those in the portfolio construction process as opposed to short term trade...

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