PXMC RAFI Fundamental Pure Mid Core Portfolio

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  • PXMC
  • Category
  • Mid Cap Blend Equities
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PXMC - Profile

Vitals

Investment Themes

Alternative ETFs in the Mid Cap Blend Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

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.

Realtime Rating

PXMC - Realtime Rating

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Realtime Rating Summary

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.

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

PXMC Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity C MDY
Expenses B SCHM
Performance
Volatility
Dividend
Concentration

Knowledge Center

Sector ETFs

Alternative ETFs

Vanguard Center

Emerging Market ETFs

MLP Center

Leveraged ETFs

PXMC In-Depth Analysis

The following tables and charts contain in-depth metrics for PXMC and compare it to similar peer ETFs within its ETFdb Category.

Holdings

PXMC - Holdings

Filings Data as of: May 04, 2015
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Concentration Analysis

This section compares how balanced and deep PXMC is relative to the peer group ETFdb Category.

Number of Holdings
PXMC Rank:
PXMC 156
Category Low
Category High
% Assets in Top 10
PXMC Rank:
PXMC 14.02%
Category Low
Category High

PXMC Asset Allocation

Asset Percentage
U.S. Stocks 99.71%
International Stocks 0.0%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.29%
Other 0.0%

PXMC Sector Breakdown

Sector Percentage
Industrials 15.38%
Consumer Cyclical 15.37%
Financial Services 14.1%
Real Estate 11.9%
Health Care 10.92%
Technology 10.0%
Consumer Defensive 7.14%
Basic Materials 4.94%
Utilities 4.7%
Energy 3.57%
Communication Services 1.71%

PXMC Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 28.9%
Medium 64.96%
Small 5.41%
Micro 0.44%

PXMC Region Breakdown

Region Percentage
U.S. 99.71%
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%

PXMC Market Tier Breakdown

Region Percentage
Developed 99.71%
Emerging 0.0%

PXMC Country Breakdown

Country Percentage
United States 99.71%
Other 0.29%
Expense

PXMC - Expenses & Fees

This section compares the cost efficiency of PXMC to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
PXMC Rank:
PXMC 0.39%
Category Low
Category High

Commission Free Trading in PXMC

PXMC is currently available for commission free trading on the following platforms: (Charles Schwab)

Category Commission Free Trading

There are 5 other ETFs in the Mid Cap Blend Equities ETFdb Category that are also eligible for commission free trading:

Performance

PXMC - Performance

This section shows how PXMC has performed relative to its peer group ETFdb Category.

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1 Week Return
PXMC Rank:
PXMC 1.10%
Category Low
Category High
4 Week Return
PXMC Rank:
PXMC 0.54%
Category Low
Category High
13 Week Return
PXMC Rank:
PXMC 0.72%
Category Low
Category High
26 Week Return
PXMC Rank:
PXMC 5.48%
Category Low
Category High
Year to Date Return
PXMC Rank:
PXMC 4.41%
Category Low
Category High
1 Year Return
PXMC Rank:
PXMC 14.65%
Category Low
Category High
3 Year Return
PXMC Rank:
PXMC 73.82%
Category Low
Category High
5 Year Return
PXMC Rank:
PXMC 107.70%
Category Low
Category High
Charts

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.

Valuation

PXMC - Valuation

This section shows how the P/E multiple of PXMC compares to the peer group ETFdb Category.

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P/E Ratio
PXMC Rank:
PXMC 20.22
Category Low
Category High

As of May 27, 2015

Dividend

PXMC - Dividend

This section shows how the dividend yield of PXMC compares to the peer group ETFdb Category.

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Annual Dividend Yield
PXMC Rank:
PXMC 1.21%
Category Low
Category High

As of May 27, 2015

Technicals

PXMC - Technicals

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PXMC Volatility Analysis

This section shows how the volatility of PXMC compares to the peer group ETFdb Category.

5 Day Volatility
PXMC Rank:
PXMC 19.50%
Category Low
Category High
20 Day Volatility
PXMC Rank:
PXMC 10.00%
Category Low
Category High
50 Day Volatility
PXMC Rank:
PXMC 10.82%
Category Low
Category High
200 Day Volatility
PXMC Rank:
PXMC 11.91%
Category Low
Category High
Beta
PXMC Rank:
PXMC 0.9
Category Low
Category High
Standard Deviation
PXMC Rank:
PXMC 1.56%
Category Low
Category High

PXMC Technicals

  • 20 Day MA: $40.84
  • 60 Day MA: $40.73
  • MACD 15 Period: 0.43
  • MACD 100 Period: 1.06
  • Williams % Range 10 Day: 17.71
  • Williams % Range 20 Day: 12.69
  • RSI 10 Day: 64
  • RSI 20 Day: 58
  • RSI 30 Day: 56
  • Ultimate Oscillator: 59

PXMC Bollinger Bands

  • Lower Bollinger (10 Day): $40.51
  • Upper Bollinger (10 Day): $41.58
  • Lower Bollinger (20 Day): $40.21
  • Upper Bollinger (20 Day): $41.51
  • Lower Bollinger (30 Day): $40.33
  • Upper Bollinger (30 Day): $41.45

PXMC Support & Resistance

  • Support Level 1: $41.21
  • Support Level 2: $41.07
  • Resistance Level 1: $41.41
  • Resistance Level 2: $41.47

PXMC Stochastic

  • Stochastic Oscillator %D (1 Day): 51.60
  • Stochastic Oscillator %D (5 Day): 65.42
  • Stochastic Oscillator %K (1 Day): 38.36
  • Stochastic Oscillator %K (5 Day): 65.37
Fact Sheet

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.

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.