Understand the snapshot search filter (for ETFs)

The following table describes all the criteria found in the snapshot search filter (for ETFs).

Criterion Description
US broad asset class Based on the ETF’s underlying holdings, the investment is categorized into the following broad asset class categories that you can access by clicking the Select button: alternative, balanced, commodities, international stock, money market, municipal stock, taxable bond, U.S. stock, and NA.
Rating The star rating is a measure of a fund’s risk-adjusted return relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving a single star.
Prospectus net expense ratio The percentage of fund assets, net of reimbursements, used to pay for operating expenses and management fees including 12b-1 fees, administrative fees and all other asset-based costs incurred by the fund, except brokerage costs. Fund expenses are reflected in the fund’s net asset value. Sales charges are not included in the expense ratio.
Avg vol (3 Mo) The average daily trading volume of common shares over the specified time period. This is expressed in number of shares. The daily volume is collected; the average daily volume is calculated.
Fund size The month-end net assets of the mutual fund, recorded in millions of dollars.
Country The country of origin of an ETF.
Exchange The exchange the ETF trades on. Choose one or more by clicking the Select button.
Daily vol The number of shares or contracts traded for a security in one day.
Category Categories help identify the top-performing funds, assess potential risk, and build well-diversified portfolios. Sixty-four categories are supported, which map into four broad asset classes (U.S. stock, international stock, taxable bond and municipal bond). Choose one or more by clicking the Select button.
Primary prospectus benchmark The investment product’s primary benchmark. For a fund, the primary benchmark is stated in the fund’s prospectus. If there is no primary benchmark explicitly stated, this field will be blank.

Tip: to learn more about a label, hold your mouse pointer over the help icon that appears next to the label.

Use the slider bar at the bottom of the criteria to adjust the range you would like to view. Click Reset to go back to the default selection.

The tabs on the right will update to display result(s) as you modify the criteria. Use the pagination tool at the bottom of the tab to navigate through multiple pages of results.

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