PXMC - RAFI Fundamental Pure Mid Core Portfolio

Description: The Index is comprised of common stocks of mid core U.S. companies, including real estate investment trusts (REITs), from a universe comprised of the 2,500 largest U.S. companies. Firms are selected based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends.

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PXMC - Profile


Summary Data for PXMC

52 Week Lo: $28.96 52 Week Hi: $36.81
AUM: $30.4 M Shares: 0.9 M
Avg. Volume (1 month) 1,317 Avg. Volume (3 month) 2,410
Filings Data as of:

PXMC - Holdings

Top Ten Holdings

  1. NRG Energy Inc NRG: 1.53%
  2. Becton Dickinson & Co BDX: 1.50%
  3. Ameriprise Financial Inc AMP: 1.44%
  4. Vornado Realty Trust VNO: 1.38%
  5. Northeast Utilities NU: 1.37%
  6. Fluor Corporation FLR: 1.37%
  7. Parker Hannifin Corporation PH: 1.34%
  8. Equity Residential EQR: 1.34%
  9. Charles Schwab Corp SCHW: 1.34%
  10. Franklin Resources Inc. BEN: 1.26%
%Assets in Top 10: 13.87%
Total Holdings: 154.0

PXMC Asset Allocation


Asset Percentage
U.S. Stocks 99.84%
International Stocks 0.0%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.16%
Other 0.0%

PXMC Sector Breakdown


Sector Percentage
Industrials 16.86%
Consumer Cyclical 14.31%
Financial Services 13.45%
Real Estate 10.77%
Health Care 10.01%
Technology 9.96%
Consumer Defensive 6.36%
Basic Materials 5.91%
Energy 5.35%
Utilities 5.11%
Communication Services 1.75%

PXMC Market Cap Breakdown


Market Cap Percentage
Giant 0.0%
Large 27.27%
Medium 66.72%
Small 5.86%
Micro 0.0%

PXMC Region Breakdown


Region Percentage
U.S. 99.84%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%
Region Percentage
Developed 99.84%
Emerging 0.0%

PXMC Country Breakdown


Country Percentage
United States 99.84%
Other 0.16%
© 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.

PXMC - 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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PXMC - 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 PXMC relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

PXMC - Fundamentals

PXMC Performance

1 Week Return: 1.58%
2 Week Return: -2.36%
4 Week Return: -0.90%
13 Week Return: 0.88%
26 Week Return: 7.71%
YTD Return: 1.28%
1 Year Return: 23.72%
3 Year Return: 41.36%
5 Year Return: 136.66%

PXMC Expenses & Fees

  • Expense Ratio: 0.39%
  • Category: Mid Cap Blend Equities
  • Category Range: 0.07% to 1.00%
  • Category Average: 0.34%

PXMC Valuation

P/E Ratio: 18.58
Beta: 1.15
20 Day Moving Average: $35.91
60 Day Moving Average: $35.53

PXMC Dividend

Annual Dividend Rate: $0.40
Dividend Date: 2014-03-21
Dividend: $0.02
Annual Dividend Yield %: 1.11%

PXMC Volatility

5 Day Volatility: 26.67%
20 Day Volatility: 16.33%
50 Day Volatility: 13.06%
200 Day Volatility: 12.52%
Standard Deviation: 2.09%

PXMC - Technicals

PXMC Technicals

20 Day MA: $35.91
60 Day MA: $35.53
MACD 15 Period: 0.01
MACD 100 Period: 0.66
Williams % Range 10 Day: 48.33
Williams % Range 20 Day: 48.62
RSI 10 Day: 52
RSI 20 Day: 52
RSI 30 Day: 52
Ultimate Oscillator: 48

PXMC Bollinger Bands

Lower Bollinger (10 Day): $34.98
Upper Bollinger (10 Day): $36.46
Lower Bollinger (20 Day): $35.06
Upper Bollinger (20 Day): $36.82
Lower Bollinger (30 Day): $35.23
Upper Bollinger (30 Day): $36.75

PXMC Support & Resistance

Support Level 1: $35.93
Support Level 2: $35.93
Resistance Level 1: $35.93
Resistance Level 2: $35.93

PXMC Stochastic

Stochastic Oscillator %D (1 Day): 59.72
Stochastic Oscillator %D (5 Day): 60.92
Stochastic Oscillator %K (1 Day): 52.94
Stochastic Oscillator %K (5 Day): 39.36

PXMC Volatility

5 Day Volatility: 26.67%
20 Day Volatility: 16.33%
50 Day Volatility: 13.06%
200 Day Volatility: 12.52%
Standard Deviation: 2.09%

PXMC - ETFdb Realtime Rating & Analyst Report

PXMC is a passive ETF that seeks to replicate RAFI Fundamental Mid Core Index. The Index is comprised of common stocks of mid core U.S. companies, including real estate investment trusts (REITs), from a universe comprised of the 2,500 largest U.S. companies. Firms are selected based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Mid Cap Blend Equities 0.39 2006-12-01 Invesco PowerShares ETF +1.28%

PXMC 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 PXMC 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.

PXMC 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 PXMC, as well as the A+ Overall Rated ETF in PXMC'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 PXMC

This ETF is one of a handful of products that offers exposure to mid cap U.S. equities, a corner of the domestic stock market that may maintain a unique risk/return profile compared to stocks of other sizes and styles. As such, PXMC could be potentially useful to various types of investors; this ...

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