Ishares Russell 2500 Etf Profile
| SMMD Etf | USD 73.60 0.04 0.05% |
Performance11 of 100
| Odds Of DistressLess than 9
|
IShares Russell is trading at 73.60 as of the 28th of November 2024, a 0.05 percent decrease since the beginning of the trading day. The etf's lowest day price was 73.47. IShares Russell has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Russell 2500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on iShares Russell 2500
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Size And Style ETFs, Small Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2017-07-06 |
| Benchmark | Russell 2500 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.39 Billion |
| Average Trading Valume | 156,014.3 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Size and Style |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Alan Mason, Greg Savage |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 503 |
| Market Maker | Latour Trading |
| Total Expense | 0.23 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 21.4 |
| Name | iShares Russell 2500 ETF |
| Currency Code | USD |
| Open Figi | BBG00H31MHY7 |
| In Threey Volatility | 21.06 |
| 1y Volatility | 17.98 |
| 200 Day M A | 64.9885 |
| 50 Day M A | 68.8696 |
| Code | SMMD |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares Russell 2500 [SMMD] is traded in USA and was established 2017-07-06. The fund is listed under Small Blend category and is part of iShares family. The entity is thematically classified as Broad Equity ETFs. iShares Russell 2500 at this time have 439.74 M in assets. , while the total return for the last 3 years was 4.5%.
Check IShares Russell Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Russell 2500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top iShares Russell 2500 Etf Constituents
| MKTX | MarketAxess Holdings | Stock | Financials | |
| KEYS | Keysight Technologies | Stock | Information Technology | |
| PWR | Quanta Services | Stock | Industrials | |
| PLUG | Plug Power | Stock | Industrials | |
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| IWM | iShares Russell 2000 | Etf | Small Blend | |
| MDB | MongoDB | Stock | Information Technology | |
| MPWR | Monolithic Power Systems | Stock | Information Technology |
iShares Russell 2500 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Russell. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7735 | |||
| Semi Deviation | 0.774 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
iShares Russell 2500 Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. iShares Russell 2500 Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Russell price patterns.
IShares Russell Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares Russell 2500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
The market value of iShares Russell 2500 is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Russell's value that differs from its market value or its book value, called intrinsic value, which is IShares Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Russell's market value can be influenced by many factors that don't directly affect IShares Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Russell's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.