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Equity

MDSKX

iShares Russell 2000 Small-Cap Index Fund

Overview

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Performance

Performance

  • Returns

  YTD 1m 3m 1y 3y 5y 10y
25.20 2.85 9.85 25.20 27.14 46.72 196.93
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.

as of Dec 31, 2019

25.52 2.88 9.94 25.52 28.06 48.49 205.82
Morningstar Category Avg. (%) Small Blend

as of Dec 31, 2019

23.75 2.60 8.02 23.75 21.96 41.05 188.40
Lipper Category Avg. (%) Small-Cap Core Funds

as of Dec 31, 2019

23.82 2.68 8.05 23.82 21.08 40.09 180.81
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 Jan 24, 2020 $271.4 M
Size of Fund (Millions) as of Jan 24, 2020 $2,309.8 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 09253F705
Number of Holdings as of Dec 31, 2019 1,985
Max Offer Price as of Jan 24, 2020 $20.42
Open to New Investors Yes
Turnover Percent as of Dec 31, 2019 28%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Dec 31, 2019 $ 2,735.3 M
R-Squared (3y) as of Dec 31, 2019 100.00
Beta (3y) as of Dec 31, 2019 1.00
Best 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2019 14.45%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -20.23%
Fund Standard Deviation (3y) as of Dec 31, 2019 15.91
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 Dec 31, 2019 out of 833, 12,253, 833, 250 and 833 Funds, respectively in Lipper's Small-Cap Core Funds classification.

Holdings

Holdings

as of Dec 31, 2019
Name Weight (%)
ISHARES RUSSELL 2000 INDEX FUND 0.49
NOVOCURE LTD 0.35
MEDICINES CO 0.30
GENERAC HOLDINGS INC 0.30
LUMENTUM HOLDINGS INC 0.29
Name Weight (%)
TELADOC HEALTH INC 0.29
ARROWHEAD PHARMACEUTICALS INC 0.28
HAEMONETICS CORPORATION 0.28
MARRIOTT VACATIONS WORLDWIDE CORP 0.26
PERFORMANCE FOOD GROUP CO 0.25

Exposure Breakdowns

Exposure Breakdowns

as of Dec 31, 2019

% of Market Value

Type Fund Benchmark Net
as of Dec 31, 2019

% of Market Value

Type Fund Benchmark Net
as of Dec 31, 2019

% of Market Value

Type Fund Benchmark Net
as of Dec 31, 2019

% 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 ETF and Index Investment

   

Rachel Aguirre
Rachel Aguirre
Jennifer Hsui
Jennifer Hsui
Greg Savage
Head of Americas Index Asset Allocation

   

Amy Whitelaw
Head of Americas iShares Equity Portfolio Management

  

Portfolio Manager

Literature

Literature

 

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