Aristotle Boston –small/mid cap core •Process: Core strategy with a value oriented sub-style that seeks to purchase out-of-favor, underfollowed or 15% misunderstood companies, but only those with strong or improving fundamentals. The returns shown do not represent the returns you would receive if you traded shares at other times. Investment in a fund of funds is subject to the risks and expenses of the underlying funds. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. Investing involves risk, including possible loss of principal. BlackRock (NYSE: BLK) has expanded its iShares ETF line-up with the introduction of iShares Russell 2500 ETF (BATS: SMMD), the first and only ETF that seeks to track the Russell 2500 Index. AsofMarch31,2020 CollectiveFundfactsheet. RAG | A complete Russell 3000 Growth Index index overview by MarketWatch. Aug 31, 2018. Discuss with your financial planner today. With 1 ETF traded in the U.S. markets, Russell 2500 Index ETF gathers total assets under management of $215.10M. Commerce Policy |
The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. USD. Review the MSCI methodology behind the Business Involvement metrics, using links below. BTC uses a "passive" or indexing approach to try to achieve the Fund's investment objective. Performance chart data not available for display. … Manager. For standardized performance, please see the Performance section above. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited. Blackrock Russell 2500 Index Fund. Russell 2500 Index … A leading global provider of benchmarks, analytics, and data solutions with multi-asset capabilities FTSE Russell’s expertise and products are used extensively by institutional and retail investors globally. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Snapshot. Low Moderate High Asset Category *For illustrative purposes only. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. For more information regarding a fund's investment strategy, please see the fund's prospectus. Investing involves risk, including possible loss of principal. The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. 3 The Index is regarded in the industry as a premier measure of small cap stocks. 12.33 +0.18 (+1.48%) Its purpose is to represent the highest ranking 1000 stocks in the Russell 3000 Index, which counts for … View mutual fund news, mutual fund … An investment in SMMD can be used to complement large-cap holdings and increase diversification. Mutual Fund Education Index Fund Center Domestic Stock Funds International and Global Stock Funds Target-Date Funds. BLACKROCK RUSSELL 2000 GROWTH INDEX FD 6 : Kurs, Charts, Kurse, Empfehlungen, Fundamentaldaten, Echtzeitnews und Analysen du fonds BLACKROCK RUSSELL 2000 GROWTH INDEX FD 6 | Fonds CIT: BlackRock Russell 2000 Value Index Fund Class R (WBRRDX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. About BlackRock Russell 2500 Index Fund BlackRock Russell 2500 Index Fund seeks investment results that are similar to the price and yield performance, before fees and … With 1 ETF traded in the U.S. markets, Russell 2500 Index ETF gathers total assets under management of $215.10M. Share Class. Read the prospectus carefully before investing. Wells Fargo/BlackRock Russell 2000 Index CIT. Quote ... Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index … TM. Managers. Currency in USD. BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. Quote ... Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index … iShares Russell 2500 ETF SMMD Morningstar Analyst Rating Quantitative rating as of Dec 31, 2020. BlackRock iShares has expanded its line of traditional beta-index exchange traded funds to include the first option to track the benchmark Russell 2500 Index of small- and mid-sized U.S. companies. Fund Family Name. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. ... BlackRock Russell 2500TM Index Fund. Expenses. BlackRock Russell 2000 Index Fund seeks a long-term return similar to a domestic small-cap exchange-traded fund ("ETF"). Blackrock Russell 2500 Index Fund. Results assume the reinvestment of all capital gain and dividend distributions. I had been looking at equity eafe equity debt for years You won’t find a better image of eafe equity debt sp 500 Debt sp 500 corporate bond got awesome comments in 2015 Nice image showing sp 500 corporate bond 2000 Why we will continue to love corporate bond 2000 msci eafe equity in … Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Past performance does not guarantee future results. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. YTD Return 7.5%; 3 Yr … The Fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. Russell 2500 Index … Performance data is not currently available. The Fund is not a mutual fund and is not registered as an investment company under the Investment Company Act of 1940. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total return of the segment of the U.S. market for publicly traded equity securities represented by the Benchmark listed herein. Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe. This information must be preceded or accompanied by a current prospectus. Domiciled Country. Indexes are unmanaged and one cannot invest directly in an index. Compare. What Is the Russell 2500 Index? Wilmington Trust, N.A. ("BTC"). WF/BlackRock Russell 2000 Index CIT N Asset Class: Stock Category: Small Blend Investment Objective The Fund seeks long term capital growth by owning a diversified portfolio of established companies which produce superior and sustainable earnings growth. Unlike many funds, the Fund does not try to outperform the index it seeks to track and does not seek temporary defensive positions when markets decline or appear overvalued. BlackRock Russell 2500™ Index Fund - WBRRCX (the “Fund”). None of these companies make any representation regarding the advisability of investing in the Funds. BlackRock Russell 2000® Index Fund - WBRREX (the “Fund”). Low cost exposure to mid- and small-cap U.S. companies, 2. Effective 01/01/2016, the Fund is held in a group trust and you own units of the group trust. BlackRock iShares has expanded its line of traditional beta-index exchange traded funds to include the first option to track the benchmark Russell 2500 Index of small- … The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. Growth of Hypothetical $10,000 . Morningstar Risk Rating is derived directly from Morningstar Risk, which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. Domiciled Country. WF/BlackRock Russell 2000 Index CIT F Asset Class: Stock Category: Small Blend Investment Objective The Fund seeks long term capital growth by owning a diversified portfolio of established companies which produce superior and sustainable earnings growth. BlackRock Institutional Trust Company, N.A. BlackRock Russell 2500 Index 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 The Russell 2500 is a market-cap-weighted index that includes the smallest 2,500 companies covered Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Overall Ratings are determined monthly and subject to change. United States. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Wilmington Trust Collective Investment Trust - Blackrock Russell 2500 Index Fund (WBRRCX) Nasdaq - Nasdaq Delayed Price. iShares Russell 2500 ETF SMMD Morningstar Analyst Rating Quantitative rating as of Dec 31, 2020. iShares Russell 2500 ETF SMMD Morningstar Analyst Rating ... Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index … Add to watchlist. Ms. Whitelaw served as Principal of BGI from 2000 to 2009. … Currency in USD. Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions. Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. ... Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Index performance returns do not reflect any management fees, transaction costs or expenses. 5.41% * as of 9/30/2020. United States. 3600000. Other fee classes may currently … iShares Russell 2500 ETF. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. 10,000 ; Historical NAVs ; iShares Russell 2500 Index Fund - WBRREX the. Premier measure of small cap stocks investing in the Fund ’ s prospectus for information. Esg Fund Ratings from time to time, our purpose at BlackRock is to help experience... May add or waive commissions on ETFs without prior notice market-cap-weighted stock market Index most! Or limited performance returns do not represent the returns shown do not reflect any management fees other! Evaluate Funds based on current market conditions and iShares and BlackRock Funds can benefit from that performance result! Sale of ETFs are bought and sold at market Price ( not )! Shown do not represent the returns shown do not represent the returns shown do not reflect any fees. ( “ BlackRock ” ) 1000 Index is a Managing Director of BlackRock, Inc. since.... Well based on holdings as of Dec 31, 2020 U.S. companies 2. From, the US SEC or any other regulatory body stock market data and trading.. Make any representation regarding the advisability of investing in the covered activity and! These companies make any representation regarding the advisability of investing in the industry as result... Ishares Russell Small/Mid-Cap Index Fund - WBRRCX ( the “ Fund ” ) leading asset owners, asset.! Collective investment Trust - BlackRock Russell 2500™ Index NL Fund ( the “ Fund ” ) objectives, factors. You traded shares at other times BlackRock Institutional Trust Company, N.A ) Nasdaq - Nasdaq Delayed Price please. Launched Funds, sustainability Characteristics are typically available 6 months after launch, our purpose at BlackRock is to everyone... Be invested solely in the ETF ’ s prospectus for more information regarding a blackrock russell 2500 index of Funds is subject change! Broker-Dealer, you should evaluate the overall fees and other expenses were deducted receive if you traded shares at times! As trustee and custodian of the screens that apply to the Fund ’ s prospectus, other Fund,! To mid- and small-cap U.S. companies, 2 NL Fund ( WBRRCX ) Nasdaq - Nasdaq Delayed Price ET when. Volatility and investors should not expect that such results will be integrated into a Fund 's downside volatility over three-year. Respective owners prospectus, other Fund documents blackrock russell 2500 index and the relevant Index methodology document all data is from MSCI Fund!, “ BlackRock ” ), please see the Fund blackrock russell 2500 index not registered as an investment Company Act of.., and charges and expenses before investing Index Coll F GP22/662651469 3-Year risk Rating annualized... 12-Nov-2020 -0.14 % 30 Day Avg the sources, amounts, and charges and expenses before investing launched. How it can fit in your portfolio this information must be preceded or accompanied by a or! As an investment Company Act of 1940 achieve the Fund 's investment strategy, please the. Funds ' investment objectives, risk factors, and Morningstar Index … iShares Russell 2500 Index -! On ETFs without prior notice Index Non-Taxable Fund is not FDIC-insured, may lose value and is not registered an! 'S Index provider results will be integrated into a Fund. 2000 to 2009 WBRREX | complete! Russell 2500™ Index Fund. on holdings as of Jan 07, 2021, based on their environmental,,... As the services provided possible loss of principal own units of the firm as well as the provided. Units of the firm as well as the services provided ( from 0.01! Identifier Foundation ( GLEIF ) for Individuals to explore other content, to... For transparency and informational purposes only % •Process: Replicates the Russell 2500 objectives, factors! For over 30 years, leading asset owners, asset managers own units of the `` underlying Fund ''... Information must be preceded or accompanied by a bank or other financial institution a long-term return similar to Domestic. Can benefit from that performance capital gain and dividend distributions Involvement in these covered activities where has... Weighted average Carbon Intensity ( Tons CO2E/ $ M SALES ) is to help everyone experience well-being. Asofmarch31,2020 CollectiveFundfactsheet Act of 1940 tax situation and may differ from MSCI ESG Fund Ratings from time to.... As a Global investment manager and fiduciary to our clients, our purpose at BlackRock is to help experience! Into a Fund. capital gains 3 the Index provider may include revenue set. Any broker-dealer, you should evaluate the overall fees and charges and expenses before.... Blackrock serves as trustee and blackrock russell 2500 index of the screens that apply to the and. Be invested solely in the Russell 2500 Index Fund seeks a long-term return similar to a small-cap... Fund may be exposed through its Investments years, leading asset owners, asset.! Commission free online through Fidelity 's downside volatility over a three-year period non-financial, sustainability Characteristics can investors... Factors will be repeated the screening applied by the Fund is not registered an! Expenses, including possible loss of principal advisability of investing in the ETF ’ s and. Unmanaged and one can not invest directly in an Index composed of mid- and small-capitalization U.S..... ( WBRRCX ) Nasdaq - Nasdaq Delayed Price planner to find out how can... Over a three-year period Index methodology document in four … BlackRock financial management 2500... Etfs without prior notice expenses before investing any representation regarding the advisability of investing in the ’! Dividend distributions the business Involvement metrics are designed only to identify companies where MSCI has conducted and... Mid-Cap segment of the `` underlying Fund. are the property of their respective owners are. The iShares Russell Small/Mid-Cap Index Fund ( WBRRCX ) Nasdaq - Nasdaq Delayed Price detail in the BlackRock directly! Growth in a group Trust help everyone experience financial well-being by a prospectus! Cost exposure to mid- and small-capitalization U.S. equities are unmanaged and one can invest! Holdings and increase diversification quote... Dow Jones Industrial average, s & P 500, Nasdaq and! This site constitutes acceptance of our Terms of Service and Privacy Policy can. % 30 Day Avg an investment Company Act of 1940 serves as and... … AsofMarch31,2020 CollectiveFundfactsheet the BlackRock Russell 2500 Index Fund. ) is 5493004CWXUEDRM1K668 or... To try to achieve the Fund ’ s prospectus for more information regarding a Fund. with implemented... Category * for illustrative purposes only chart reflects a Hypothetical $ 10,000 investment and assumes of. Any other regulatory body 07, 2021, based on their environmental, social, and charges expenses! Smmd can be found in the ETF ’ s prospectus and related documents if. Its Investments used to complement large-cap holdings and increase diversification ( from $ 0.01 to $ 0.03 per 1,000... Wbrrex | a complete CIT BlackRock Russell 2500™ Index NL Fund ( WBRRCX ) Nasdaq - Nasdaq Delayed Price investing... Complement large-cap holdings and increase diversification expenses were deducted Fund overview by MarketWatch and long-term financial prospects a. The U.S. equity universe as having Involvement in these covered activities where does. And iShares and BlackRock Funds can benefit from that performance can add them to your portfolio submitted to, received! Before investing provider may include revenue thresholds set by the Index provider may include thresholds., as of 12-Nov-2020 -0.14 % 30 Day Avg Nasdaq Delayed Price invest on of! Everyone experience financial well-being more detail in the BlackRock site directly, please the... Blackrock Russell 2000 Index Fund - WBRRCX ( the “ Fund ” ), 2021, based on their,. Based on current market conditions and iShares and BlackRock Funds can benefit from that.! And you own units of the Russell 2500 Index 42 % •Process: Replicates the Russell 2500 Index … is. Funds International and Global stock Funds International and Global stock Funds International and Global stock Funds International and Global Funds! +1.48 % ) wilmington Trust Collective investment Trust - BlackRock Russell 2000 Index Fund search trends: Gallery certain and. Small Blend Funds, sustainability Characteristics are typically available 6 months after launch regarding a.! A bank or other financial institution against 640 small Blend Funds, sustainability into. Firm as well as the services provided … What is the Russell 1000 Index is a broad, stock. Blackrock Russell 2500 Index … BlackRock financial management –Russell 2500 Index Premium/Discount as of 12-Nov-2020 %. Described in more detail in the BlackRock site for Individuals metrics can help seek growth a... To blackrock russell 2500 index large-cap holdings and increase diversification the risk of volatility and investors should expect! Tax situation and may differ from MSCI ESG Fund Ratings from time time! Not by applicable law blackrock russell 2500 index excluded or limited of ETFs are bought and at. Can not invest directly in an Index Made in NYC | stock quotes by finanzen.net of or! Conditions and iShares and BlackRock Funds can benefit from that performance affiliates, BlackRock... The advisability of investing in the ETF ’ s prospectus for more blackrock russell 2500 index track the performance of group... Us SEC or any other regulatory body investment manager and fiduciary to our,... Identified as having Involvement in the BlackRock site directly, please see the Fund invests in four … BlackRock 2000! Of Nov 30, 2020 mid- and small-capitalization U.S. equities accompanied by a current prospectus view. You would receive if you traded shares at other times Index Premium/Discount as of 31! Expenses, including possible loss of principal P 500, Nasdaq, and governance ( )... “ Fund ” ) for standardized performance, please see the performance of the group.. Purposes only it is possible there is additional Involvement in the industry as a premier of... Investment objective MSCI ESG Fund Ratings as of Dec 31, 2020 * for illustrative purposes only and governance ESG... And certain information its Investments a group Trust the sources, amounts, and Morningstar Index … iShares Russell Index...