iShares Russell Small/Mid-Cap Idx Inv A
BSMAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- WILMINGTON DE 19809 Wilmington DE United States of America 19809
- IPO Date
- Aug 13, 2015
- CIK
- 0001100663
- Website
- ishares.com
- Similar Companies
- Business
- iShares Russell Small/Mid-Cap Index Fund Investor A (BSMAX) is an open-end mutual fund that seeks to track the performance of the Russell 2500 Index, measuring the small- to mid-cap segment of the U.S. equity universe; the fund invests at least 90% of its assets in securities comprising the underlying index or holding instruments reflecting the index, providing diversified exposure to approximately 2,500 small- and mid-cap U.S. stocks across sectors such as financials, industrials, technology, and consumer discretionary. BSMAX offers Investor A share class with a net expense ratio of 0.38%, minimum initial investment of $1,000, and quarterly dividend distributions yielding around 1.94% trailing twelve months; it features a blend investment style in the small blend Morningstar category, with portfolio turnover of 43% and total net assets exceeding $850 million. Managed by BlackRock under the iShares brand since inception on August 13, 2015, with portfolio managers including Jennifer Hsui (since April 2016) and Paul Whitehead (since January 2022), the fund operates from BlackRock's headquarters in New York and is available primarily to U.S. investors. No major strategic changes, such as acquisitions, partnerships, funding rounds, product launches, or reorganizations, have been reported for BSMAX or its issuer BlackRock in the last 1-2 years; the fund maintains its core passive indexing strategy without shifts to ESG focus or operational alterations.