BSMAX Mutual Fund (iShares Russell Small/Mid-Cap Index Fund Class Investor A) is managed by iShares by BlackRock (US) with $130.5M in net assets. BSMAX expense ratio is 0.37%, holding 2429 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-08-13.

BSMAX performance shows a YTD return of 20.89%. The 1-year return is 36.34% and the 5-year return is 7.95%. BSMAX dividend yield stands at 2.16%, paid quarterly.

BSMAX top holdings include Blackrock Cash Funds: Institutional, Sl Agency Shares (7.4%), Sandisk Corp/De (2.0%), Ciena Corp (0.9%), IShares Russell 2000 ETF (0.8%), Lumentum Holdings Inc (0.8%). View all BSMAX holdings, sector breakdown, or dividend history.

BSMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BSMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.