Russell 2000 index
1 year return
+9.55%13,971.67
The Russell 2000® Index measures the performance of the small-cap segment of the US equity universe. The Russell 2000 Index is a subset of the Russell 3000® Index representing approximately 7% of the total market capitalization of that index, as of the most recent reconstitution. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2000 is constructed to provide a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set.
Historical tax loss rate55.38%
A $100k investment on Oct 1, 2021 would've harvested $55,378 in losses by May 1, 2025.
Positions
Sectors
Industrials
18.2%Health Care
18.1%Financials
17.4%Information Technology
12.3%Consumer Discretionary
11.1%Real Estate
5.9%Energy
5.3%Materials
3.9%Utilities
3.6%Telecommunication Services
2.5%Consumer Staples
1.7%Fees & minimums
Annual fee0.26%
Minimum investment$50,000.00
Comparison ETF
IWM
iShares Russell 2000 ETF
Expense ratio0.19%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of