Russell 2000 Index (Gross Total Return) (USD) Morningstar Category Small Blend CUSIP 09253F804 Open to New Investors Yes Net Assets of Fund as of Sep 30, 2024 $2,908,784,290 Asset Class Equity Distribution Frequency Annual Lipper Classification ...
Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Fund Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise For funds with an ...
Inclusion in the Russell 1000® Index is driven by a rigorous, rules-based methodology. The index provides a complete, unbiased measure of US large-cap performance, with no gaps and no overlaps when used in conjunction with the small-cap Russell 2000®. ...
These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and ...
Inclusion in the Russell 1000® Index is driven by a rigorous, rules-based methodology. The index provides a complete, unbiased measure of US large-cap performance, with no gaps and no overlaps when used in conjunction with the small-cap Russell 2000®. ...
A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces th...
*Methodology for Universe Construction on Tax Drag chart: Tax Drag represents the average Morningstar Tax Cost Ratio for funds in each category. The Morningstar Tax Cost Ratio measures how much a fund’s annualized return is reduced by the taxes investors pay on distributions The bottom line Adv...
However, back-tested data may reflect the application of the index or rate methodology with the benefit of hindsight, and the historic calculations of an index or rate may change from month to month based on revisions to the underlying economic data used in the calculation of the index or ...
a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer pa...
The Russell 2000 Index is a stock market index that measures the performance of the 2,000 smaller companies included in theRussell 3000 Index. The Russell 2000 is managed by London'sFTSE Russell Group, widely regarded as abellwetherof the U.S. economy because of its focus on smaller companie...