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PowerShares FTSE RAFI US 1500 Small-Mid Portfolio – PRFZ ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
102.230.00 (0.00%)76.00 - 102.880.0

Market data as of 12:00AM 07/28/16. Quotes are delayed by at least 15 min.

Overview - PRFZ

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the FTSE RAFI US 1500 Small-Mid Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. The underlying index was composed of approximately 1,500 small and medium-sized U.S. stocks that the index provider strictly in accordance with its guidelines and mandated procedures, included to track the performance of small and medium-sized U.S. equity stocks based on the following four fundamental measures of firm size: book value, sales, cash flow and dividends.

Previous Close102.23
Day's Range-- - --
Avg Volume (10 Day)46.9K
Total Assets$1.10B
Expense Ratio0.42%
Yield (Trailing 12 Mo.)1.27%
Fund Inception09/20/2006

Trailing Total Returns - PRFZ

as of 06/30/2016
TimeframePRFZS&P 500Small Blend
1 Month-0.23%0.26%0.19%
3 Month3.61%2.46%2.80%
1 Year-4.83%3.99%-5.45%
3 Year7.47%11.66%7.93%
5 Year8.93%12.10%9.09%
10 Year--7.42%6.60%
Since Inception8.10%10.45%--

Stock Sector Allocation - PRFZ

as of 06/30/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - PRFZ

as of 06/30/2016
CompanyYTD Return% of Assets

Valuation & Growth - PRFZ

as of 06/30/2016
ValuationPRFZCategory Range
Price/Cash Flow7.02
Dividend Yield2.02
LT Earnings11.73
Historical Earnings9.18
Sales Growth-1.86
Cash-Flow Growth-11.7
Book-Value Growth-3.13
Key:  Lo 

Morningstar Summary - PRFZ, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Risk Analysis - PRFZ, 3 Year

Standard Deviation14.24
Sharpe Ratio0.57

Tax Analysis - PRFZ, 3 Year Avg

Pretax Return7.47%
Tax-adjusted Return7.02%
Tax Cost Ratio0.42%
Potential Cap Gains-6.17%

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