iShares Russell Small/Mid-Cap Idx Inv A (BSMAX) Research

The fund's primary objective is to mirror the investment returns of the Russell 2500™ Index. This index specifically tracks the performance of U.S. companies with small to medium market capitalizations, a category frequently referred to as "smid-cap" within the American equity landscape. Notably, the Russell 2500™ Index is derived from the larger Russell 3000® Index. To achieve its goal, the fund typically allocates at least 90% of its total assets—including any funds obtained through borrowing for investment purposes—to securities that comprise its benchmark index.

Market snapshot

Symbol
BSMAX
Price
$22.03
Day change
+1.80%
Market cap
$1.4B
52-week range
16.34-22.06
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
  • Meeder Muirfield Retail (FLMFX)
  • Glenmede Small Cap Equity Portfolio (GTSCX)
  • William Blair Small Cap Value Fund Class I (ICSCX)
  • PGIM Balanced Fund- Class C (PABCX)
  • PGIM Balanced Fund- Class R (PALRX)
  • FPA Queens Road Small Cap Value Inv (QRSVX)
  • SEI Index Fd, S&P 500 Index Fund Class I (SPIIX)

Open iShares Russell Small/Mid-Cap Idx Inv A (BSMAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.