Russell 3000 index
1 year return
+13.39%22,702.18
The Russell 3000® Index measures the performance of the largest 3,000 US companies representing approximately 96% of the investable US equity market, as of the most recent reconstitution. The Russell 3000 Index is constructed to provide a comprehensive, unbiased and stable barometer of the broad market and is completely reconstituted annually to ensure new and growing equities are included.
Historical tax loss rate29.12%
A $100k investment on Oct 1, 2021 would've harvested $29,116 in losses by May 1, 2025.
Positions
Sectors
Information Technology
37.8%Consumer Discretionary
14.3%Industrials
12.2%Financials
11.4%Health Care
9.6%Consumer Staples
3.4%Energy
3.1%Utilities
2.5%Real Estate
2.3%Telecommunication Services
1.9%Materials
1.6%Fees & minimums
Annual fee0.27%
Minimum investment$50,000.00
Comparison ETF
IWV
iShares Russell 3000 ETF
Expense ratio0.20%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of