Morningstar

iShares Russell Small/Mid-Cap Index Fund Investor A Shares BSMAX

Medalist Rating as of Aug 31, 2026 See BlackRock Investment Hub

Strategy

The investment seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The underlying index is a subset of the Russell 3000® Index. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BSMAX	iShares Russell Small/Mid-Cap Index Fund Investor A Shares	No Load	Open			Aug 13, 2015	$124.75M	0.370%	Low	$1,000	$1.51M
BSMIX	iShares Russell Small/Mid-Cap Index Fund Institutional Shares	Institutional	Open			Aug 13, 2015	$171.58M	0.120%	Low	$2M	−$7.22M
BSMKX	iShares Russell Small/Mid-Cap Index Fund Class K	Retirement, Large	Open			Aug 13, 2015	$1.05B	0.070%	Low	$5M	$96.15M

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