SMMDiShares Russell 2500 ETF
SMMD Fund Description
SMMD tracks a market-cap-weighted index of US companies ranked 501-3,000 by market cap.
SMMD Factset Analytics Insight
SMMD provides exposure to the 2,500 smallest companies in the total-market Russell 3000 Index, extending well into the micro-cap space. Underlying liquidity can be an issue in the small- and micro-cap space during extraordinary market events. SMMD should appeal to investors wishing to own the entire US market, less the 500 largest names. Investors looking for a complement to an existing large-cap position should be aware that each index provider uses different screening and rebalancing processes, so pairing SMMD with a fund tracking a non-Russell index (such as the S&P 500) will result in overlaps and omissions. It is important to look beyond a fund’s headline claims to understand its real exposure with respect to a particular market cap space.
SMMD MSCI ESG Analytics Insight
iShares Russell 2500 ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.99 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Russell 2500 ETF ranks in the 30th percentile within its peer group and in the 37th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SMMD Summary Data
SMMD Portfolio Data
SMMD Index Data
SMMD Portfolio Management
SMMD Tax Exposures
SMMD Fund Structure
SMMD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SMMD. SMMD is rated a 5 out of 5.
SMMD Sector/Industry Breakdown
SMMD Economic Development
SMMD Performance Statistics
SMMD MSCI ESG Ratings
SMMD Benchmark Comparison Summary
SMMD Benchmark Comparison Market Cap Size