Equity

MASKX

iShares Russell 2000 Small-Cap Index Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
11.72 8.36 11.50 9.71 8.48
Benchmark (%) Index: Russell 2000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 11.79 8.39 11.47 9.84 8.83
Morningstar Category Avg. (%) Small Blend 9.68 7.21 10.29 9.15 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 191/781 184/627 154/542 144/400 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 2 2 2 -
Lipper Category Avg. (%) Small-Cap Core Funds 9.31 7.24 10.25 9.18 -
Lipper Ranking Rankings are based on total return excluding sales charges. 251/991 256/812 190/697 200/512 -
Lipper Quartile Rankings are based on total return excluding sales charges. 2 2 2 2 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
0.00 1.28 0.00 11.72 27.23 72.34 152.68 451.22
Benchmark (%) Index: Russell 2000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -0.08 1.29 -0.08 11.79 27.33 72.09 155.63 487.52
Morningstar Category Avg. (%) Small Blend -0.93 1.08 -0.93 9.68 23.23 63.21 139.99 -
Lipper Category Avg. (%) Small-Cap Core Funds -1.08 0.88 -1.08 9.31 23.52 63.44 142.95 -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of May 24, 2018 $153.6 M
Size of Fund (Millions) as of May 24, 2018 $1,197.4 M
Share Class launch date Apr 09, 1997
Asset Class Equity
Morningstar Category Small Blend
Lipper Classification Small-Cap Core Funds
Benchmark Index Russell 2000 Index (Gross Total Return)
CUSIP 09253F804
Number of Holdings as of Apr 30, 2018 1,973
Max Offer Price as of May 24, 2018 $21.02
Open to New Investors Yes
Turnover Percent as of Apr 30, 2018 30%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Apr 30, 2018 $ 2,650.9 M
R-Squared (3y) as of Mar 31, 2018 99.99
Beta (3y) as of Mar 31, 2018 1.00
Best 3-Month Return Over the Last 3 Years 3 months ending Jan 31, 2017 14.65%
Worst 3-Month Return Over the Last 3 Years 3 months ending Feb 29, 2016 -13.37%
Standard Deviation (3y) as of Mar 31, 2018 13.70
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Apr 30, 2018 out of 796, 11,857, 796, 423 and 796 Funds, respectively in Lipper's Small-Cap Core Funds classification.

Holdings

Holdings

as of Mar 30, 2018
Name Weight (%)
ISHARES RUSSELL 2000 INDEX FUND 0.76
NEKTAR THERAPEUTICS 0.76
GRUBHUB INC 0.41
BLUEBIRD BIO INC 0.40
SAGE THERAPEUTICS INC 0.32
Name Weight (%)
MKS INSTRUMENTS INC 0.29
CURTISS-WRIGHT CORPORATION 0.28
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 0.27
ASPEN TECHNOLOGY, INC. 0.27
EPAM SYSTEMS INC 0.27

Exposure Breakdowns

Exposure Breakdowns

as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Alan Mason
Head of Americas Beta Strategies

   

Rachel Aguirre
Rachel Aguirre
Jennifer Hsui
Jennifer Hsui
Creighton Jue
Creighton Jue
Greg Savage
Greg Savage
Portfolio Manager

Literature

Literature

 

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