BSMAX Mutual Fund
BSMAX Mutual Fund
BSMAX Mutual Fund
iShares Russell Small/Mid-Cap Index Fund Class Investor A
BSMAX Mutual Fund Overview
BSMAX Mutual Fund (iShares Russell Small/Mid-Cap Index Fund Class Investor A) is managed by iShares by BlackRock (US) with $136.7M in net assets. BSMAX expense ratio is 0.37%, holding 2401 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-08-13.
BSMAX performance shows a YTD return of 19.34%. The 1-year return is 30.31% and the 5-year return is 7.76%. BSMAX dividend yield stands at 2.26%, 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 Index ETF (0.8%), Lumentum Holdings Inc (0.8%). Go to all BSMAX holdings, BSMAX sectors, or BSMAX dividends.
BSMAX can be compared against other funds. Use BSMAX overlap to find shared positions, or BSMAX vs another fund for a side-by-side view. BSMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.