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Morningstar

iShares Russell 2500 ETF SMMD

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SMMD

Will SMMD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMMD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMMD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SMMD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Russell 2500 ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SMMD

More SMMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

41.88 424.1 Mil
—

Vertiv Holdings Co Class A

0.47 4.8 Mil
Industrials

Vistra Corp

0.41 4.2 Mil
Utilities

PulteGroup Inc

0.40 4.0 Mil
Consumer Cyclical

Builders FirstSource Inc

0.38 3.9 Mil
Industrials

Hubbell Inc

0.37 3.7 Mil
Industrials

Axon Enterprise Inc

0.36 3.7 Mil
Industrials

Deckers Outdoor Corp

0.36 3.6 Mil
Consumer Cyclical

PTC Inc

0.35 3.5 Mil
Technology

Entegris Inc

0.34 3.4 Mil
Technology