Russell 1000 index
1 year return
+13.59%23,650.93
The Russell 1000® Index measures the performance of the large-cap segment of the US equity universe. It is a subset of the Russell 3000® Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 represents approximately 93% of the Russell 3000® Index, as of the most recent reconstitution. The Russell 1000® Index is constructed to provide a comprehensive and unbiased barometer for the large-cap segment and is completely reconstituted annually to ensure new and growing equities are included.
Historical tax loss rate27.36%
A $100k investment on Oct 1, 2021 would've harvested $27,365 in losses by May 1, 2025.
Positions
Sectors
Information Technology
39.0%Consumer Discretionary
14.4%Industrials
12.0%Financials
11.1%Health Care
9.2%Consumer Staples
3.5%Energy
3.0%Utilities
2.4%Real Estate
2.1%Telecommunication Services
1.9%Materials
1.5%Fees & minimums
Annual fee0.22%
Minimum investment$50,000.00
Comparison ETF
IWB
iShares Russell 1000 ETF
Expense ratio0.15%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of