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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

40.54 2B
—

F5 Inc

0.36 15M
Technology

ATI Inc

0.36 15M
Industrials

nVent Electric PLC

0.33 13M
Industrials

US Foods Holding Corp

0.31 13M
Consumer Defensive

Tenet Healthcare Corp

0.31 13M
Healthcare

Guardant Health Inc

0.30 12M
Healthcare

Affirm Holdings Inc Ordinary Shares - Class A

0.30 12M
Financial Services

Viatris Inc

0.30 12M
Healthcare

Reliance Inc

0.29 12M
Basic Materials

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