All rights reserved. "Russell 2000®" is a registered mark of the Frank Russell Company ("Russell") and has been licensed for use by the Schwab Small-Cap Index Fund. For broker-dealers, registered investment advisors, and trust or bank brokerage professionals. CALF charges a 0.59% expense ratio. Privacy Policy and The page at russellinvestments.com says: You are now leaving RussellInvestments.com. Click here for more on how to use these ratings. Inception Date. Mid-Cap Blend Investment Objective & Strategy The State Street Russell Small / Mid Cap® Index Fund (the "Fund") seeks an investment return that approximates as closely as practicable, before expenses, the performance of the Russell Small Cap Completeness® Index (the "Index") over the long term. Operations Redemption Fee/Term . To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, assign to the fund if an analyst covered the fund. iShares Russell 2000 Small-Cap Index Fund Investor P As of 31-Mar-2021 SUSTAINABILITY CHARACTERISTICS Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. Morningstar Category 5. Volatility and Risk Volatilityas of03-31-21 These metrics enable investors to evaluate funds based on © Copyright 2021 Morningstar, Inc. All rights reserved. The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLESX’s performance objective and investment process is for both security selection and portfolio construction. The Russell 2000 is by far the most common benchmark for mutual funds that identify themselves as "small-cap", while the S&P 500 index is used primarily for large capitalization stocks. USD | NAV as of May 10, 2021 | 1-Day Return as of May 10, 2021, 10:32 PM GMT+00:00. Find the latest iShares Russell 2000 Small-Cap (BDBKX) stock quote, history, news and other vital information to help you with your stock trading and investing. The State Street Russell Small Cap® Index Fund (the "Fund") seeks an investment return … The $1.1 billion fund … RUT | A complete Russell 2000 Index index overview by MarketWatch. This site is protected by reCAPTCHA and the Google The State Street Russell Small Cap® Index Fund (the "Fund") seeks an investment return … 2,271.63 +30.21 (+1.35%) ... Small-cap stocks have rallied after a slow start this year. The Russell 2000 is up 13%. The Parent Pillar is our rating of RLESX’s parent organization’s priorities and whether they’re in line with investors’ interests. The underlying index is a subset of the Russell 3000® Index. Mid & Small Cap Fund helps tax-sensitive investors seek to increase their after-tax returns. Small Cap Blend. The material available on this site has been produced by independent providers that are not affiliated with Russell Investments. Tax-Managed U.S. Large Cap Fund | Russell Investments, Tax-Managed Real Assets Fund | Russell Investments. Its popularity is part of the problem. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. View stock market news, stock market data and trading information. The page at russellinvestments.com says: You are now leaving RussellInvestments.com. The average expense ratio from all mutual funds is 1.18%. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small-cap. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. 82.21% of all the mutual funds are no load funds. The U.S. Small Cap Equity Fund helps investors seek to take advantage of the best small cap investment opportunities. State Street Russell Small Cap Index Fund - Class A State Street Russell Small Cap Index Fund Class A (the "Fund") represents units of ownership in the State Street Russell Small Cap Index Non-Lending Series Fund. © Russell Investments Group, LLC. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. For retirement plan sponsors, consultants and non-profit representatives looking to reduce risk, enhance returns and control costs. RSCC | A complete Russell Small Cap Completeness Index index overview by MarketWatch. Descriptions of, references to, or links to products or publications within any linked web site does not imply endorsement of that product or publication by Russell Investments. Another small-cap ETF in buy range is Avantis U.S. Small Cap Value ETF . The SSgA Russell Small Cap Index Fund (the "Fund") seeks to achieve its investment objective by making direct investments in securities or by making investments in other investment funds, including those managed by SSgA and its affiliates ("SSgA Funds").The Fund indirectly bears a proportional share of the fees and expenses of the SSgA Funds in which the Fund invests ("Indirect While small-cap index investing is sound, the Russell 2000 Index is not the best small-cap index around. As of 03/31/2021. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. The Index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure. 1995-2021. Unlock our full analysis with Morningstar Premium. Neither Russell Investments nor its affiliates are responsible for investment decisions made with respect to such investments or for the accuracy or completeness of information about such investments. Morningstar Quantitative Rating™ for funds. Overview. The Fund seeks to offer broad, low cost exposure to stocks of small and medium sized U.S. companies. Benchmark Russell 2000 Fund Objective The Fund seeks long-term growth of capital by investing at least 80% of its net assets under normal circumstances in common and preferred stocks and other types of equity securities of small-cap companies. Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners, Russell Investments' management and Hamilton Lane Incorporated.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. Learn How to Read a Morningstar Analyst Report. Investment Objective The Fund seeks an investment return that approximates as closely as practicable, before expenses, the performance of the Russell Small Cap Completeness ® Index (the "Index") over the long term. The fund seeks to track the investment results of the Russell 2500 ™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. MM Russell 2000 ® Small Cap Index Fund. Get our overall rating based on a fundamental assessment of the pillars below. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. The Russell US Indexes, from mega cap to microcap, serve as leading benchmarks for institutional investors. View stock market news, stock market data and trading information. 07/26/2012. Russell Small Cap Completeness Index – ETF Tracker The index measures the performance of the Russell 3000 Index companies excluding S&P 500 constituents. Investment Strategy Many investors compare small-cap mutual fund performance against the movements of the Russell 2000 index. The following link may contain information concerning investments other than those offered by Russell Investments, its affiliates or subsidiaries. Currency in USD. Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe. ), which is analogous to the rating a Morningstar analyst might The average manager tenure for all managers at Russell is 5.36 years. The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The Russell Small Cap Completeness ® Index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000 ® Index companies excluding S&P 500 ® constituents. The People Pillar is our evaluation of the RLESX management team’s experience and ability. Access to all audience website content, no preference. Terms of Service apply. Click here for more on how to use these ratings. The Index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure. Any opinions or recommendations expressed are solely those of the independent providers and are not the opinions or recommendations of Russell Investments, which is not responsible for any inaccuracies or errors. The State Street Russell Small Cap® Index Fund (the "Fund") seeks an investment return that approximates as closely as practicable, before expenses, the performance of the Russell 2000® Index (the "Index") over the long term. The machine-learning model is then applied to the “uncovered” fund The portfolio holdings information, including any sustainability-related disclosure, shown for the iShares Russell 2000 Small-Cap Index Fund (the "Fund") on this site are the information of the Master Small Cap Index Series of Quantitative Master Series LLC (the “Master Portfolio”). Russell 2000 (^RUT) Chicago Options - Chicago Options Delayed Price. Northern Trust Investments, Inc. Net Assets. If you'd like to invest in a large-cap index that's broader than the S&P 500, look to the Russell 1000. universe to create the Morningstar Quantitative Rating (denoted on this page by a Fund Declaration Audited Annual Financial Statement General Disclosure Documents Essential SSGA A summary of SSGA’s U.S-domiciled commingled funds and U.S.-managed separately managed accounts and related conflicts of interest State Street Russell Small Cap Index Securities Lending Series Fund … Russell Inv US Small Cap Equity S RLESX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Subadvisor 4. The oldest fund launched was in 1981. You are now leaving RussellInvestments.com. Russell Funds Russell is a company that sells mutual funds with $40,819M in assets under management. The Russell Small Cap Completeness Index ranges in size; the largest company holds a market cap of about $104 billion while the average company stands at $1.3 billion. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, | 1-Day Return as of May 10, 2021, 10:32 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. 30 September 2018 Performance Total Returns Fund Benchmark Q3 2018 3.56% 3.58% YTD 11.51% 1 Year 15.27% 15.24% 3 Year 17.17% 17.12% The Small Cap Index Fund seeks to offer investment results, before expenses, approximating the aggregate price and dividend performance of the securities included in the Russell 2000 Index. Highly Rated Value Stocks. These quantitative rating predictions make up what we call the their past ratings decisions, and the data used to support those decisions. The index includes the 1,000 largest companies in the Russell 3000 index. The Tax-Managed U.S. Normally investing at least 80% of assets in common stocks included in the Russell 2000 Index, which is a market capitalization-weighted index of companies with small market capitalizations. For individuals guided by an advisor’s personalized advice. $353MIL. Fund … Add to watchlist. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. The Russell Small Cap Completeness® Index is a float-adjusted, market capitalization index which measures the performance of the Russell 3000® Index companies excluding S&P 500® constituents. The Index is constructed to provide a comprehensive and unbiased barometer of the extended broad market beyond the S&P 500 exposure. It is the most widely quoted measure of the overall performance of the small-cap to mid-cap company shares. Reduce risk, enhance returns and control costs Morningstar, Inc. all rights reserved 1.18 % available on site! 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