BSMAX : iShares Russell Small/Mid-Cap Index Fund Investor A Shares

BSMAX is a US Stocks Market Small Blend index fund with LOW fees.

BSMAX

iShares Russell Small/Mid-Cap Index Fund Investor A Shares

FI Score

62 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

62% FI Score
  • bsmax
  • Mutual Fund
  • US Stocks
  • Small Blend

iShares Russell Small/Mid-Cap Index Fund Investor A Shares

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The underlying index is a subset of the Russell 3000® Index. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.

Largest Holdings

Amount Holding
0.75% DexCom Inc
0.49% iShares Russell 2000 ETF
0.42% RingCentral Inc Class A
0.41% MarketAxess Holdings Inc
0.41% DocuSign Inc
0.39% Seattle Genetics Inc
0.39% Okta Inc A
0.38% iShares Russell Mid-Cap ETF
0.37% Domino's Pizza Inc
0.35% Alnylam Pharmaceuticals Inc
0.34% West Pharmaceutical Services Inc
0.32% Leidos Holdings Inc
0.32% Paycom Software Inc
0.31% Duke Realty Corp
0.31% Jack Henry & Associates Inc
0.30% Atmos Energy Corp
0.30% Zebra Technologies Corp
0.30% Tyler Technologies Inc
0.30% Sun Communities Inc
0.29% Burlington Stores Inc
0.29% Steris PLC
0.29% Insulet Corp
0.29% Teladoc Health Inc
0.29% Teledyne Technologies Inc
0.28% IDEX Corp

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