iShares Russell 2500 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares Russell 2500 ETF SMMD
Morningstar’s Analysis SMMD
Will SMMD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 2000 ETF | 41.79 | 1B | — |
SanDisk Corp Ordinary Shares | 3.26 | 112M | Technology |
Ciena Corp | 1.09 | 37M | Technology |
Coherent Corp | 0.91 | 31M | Technology |
Lumentum Holdings Inc | 0.82 | 28M | Technology |
Comfort Systems USA Inc | 0.80 | 27M | Industrials |
Flex Ltd | 0.74 | 25M | Technology |
Rocket Lab Corp | 0.70 | 24M | Industrials |
Astera Labs Inc | 0.58 | 20M | Technology |
Jabil Inc | 0.49 | 17M | Technology |
United States