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

Last PriceToday's Change52-Week RangeTrading Volume
104.07-0.15 (-0.14%)87.11 - 105.3410.5 thousand

Market data as of 11:18AM 03/31/15. 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 U.S. stocks that FTSE International Limited and Research Affiliates LLC 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 Close104.22
Day's Range103.72 - 104.08
Avg Volume (10 Day)31.4K
Total Assets$1.13B
Expense Ratio0.42%
Yield (Trailing 12 Mo.)1.12%
Fund Inception09/20/2006

Trailing Total Returns - PRFZ

as of 02/28/2015
TimeframePRFZS&P 500Small Blend
1 Month5.95%5.75%6.03%
3 Month4.26%2.31%4.63%
1 Year5.72%15.51%6.95%
3 Year17.22%18.00%17.15%
5 Year16.08%16.18%16.36%
10 Year--7.99%8.97%
Since Inception9.92%10.71%--

Stock Sector Allocation - PRFZ

as of 02/28/2015
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Top Ten Holdings - PRFZ

as of 02/28/2015
CompanyYTD Return% of Assets
Pantry Inc-0.92%0.36%
Spansion Inc Class A10.05%0.27%

Valuation & Growth - PRFZ

as of 02/28/2015
ValuationPRFZCategory Range
Price/Cash Flow10.22
Dividend Yield1.6
LT Earnings12.14
Historical Earnings11.78
Sales Growth0.87
Cash-Flow Growth-1.71
Book-Value Growth1.3
Key:  Lo 

Morningstar Summary - PRFZ, 3 Year

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

Risk Analysis - PRFZ, 3 Year

Standard Deviation13.17
Sharpe Ratio1.27

Tax Analysis - PRFZ, 3 Year Avg

Pretax Return17.22%
Tax-adjusted Return16.60%
Tax Cost Ratio0.52%
Potential Cap Gains13.47%

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