iShares Russell 2500 ETF (SMMD) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Asset Class: Stock
• Price: $91.86
• Expense Ratio: 23.00%
• Assets Under Management: $3.8B
• Number of Holdings: 512
• Inception Date: 2017-07-05
• Currency: USD

Winston Score

iShares Russell 2500 ETF has a Winston Score of 81 out of 100.

Performance

• 1-Year Return: 27.48%
• 3-Year Return: 63.13%
• 5-Year Return: 40.44%

Top Holdings

ATI INC (N/A%), CARPENTER TECHNOLOGY (N/A%), NVENT ELECTRIC PLC (N/A%), US FOODS HOLDING (N/A%), SOFI TECHNOLOGIES (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)