- What does BSMAX invest in?
- The fund's primary objective is to mirror the investment returns of the Russell 2500™ Index. This index specifically tracks the performance of U.S. companies with small to medium market capitalizations, a category frequently referred to as "smid-cap" within the American equity landscape. Notably, the Russell 2500™ Index is derived from the larger Russell 3000® Index. To achieve its goal, the fund typically allocates at least 90% of its total assets—including any funds obtained through borrowing for investment purposes—to securities that comprise its benchmark index.
- What is the expense ratio of BSMAX?
- An expense ratio for iShares Russell Small/Mid-Cap Idx Inv A (BSMAX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is BSMAX?
- iShares Russell Small/Mid-Cap Idx Inv A (BSMAX) manages $1.36B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BSMAX actively managed or an index fund?
- BSMAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was BSMAX launched?
- iShares Russell Small/Mid-Cap Idx Inv A (BSMAX) launched in August 2015 and is managed by BlackRock / iShares.
- How has BSMAX performed?
- BSMAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
