russell 2500 index fact sheet
The Russell 2500™ Index is a subset of the Russell 3000® Index. Russell 2500 Index: A mid-cap to small-cap index of the bottom 2,500 stocks in the Russell 3000 Index. It is not possible to invest directly in an index. The Russell 2500™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as “smid” cap. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. Objective: Outperform the Russell 2500 Index over a full market cycle utilizing a diversified portfolio invested in stocks with above-average earnings growth potential, along with undervalued securities. It includes those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2500™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. Key Facts Plan Sponsor State of North Carolina Asset Class Small Cap - Blend Primary Index Russell 2500 Index Net Assets $1,004.9 Million Inception Date 09/30/2017 Net Expense Ratio 0.35% Annual Performance Fund Get answers to common ETF questions The Russell 2500 Index is a subset of the Russell 3000® Index. 1. See how 9 model portfolios have performed in the past. The Russell 2500 Index is a subset of the Russell 3000® Index. Russell 2500™ Index The Russell 2500™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. Fourth Quarter 2020 Fund Fact Sheet. It includes those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. Fund Fact Sheets, available in early 2018. ETFs Tracking Other Mutual Funds RUSSELL 2500 VALUE INDEX RUSSELL 2500 INDEX SMALL-MID CAP FUND An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. Total Expense Ratio: 0.55% (This does not include the flat, recordkeeping, annual Find the latest information on Russell 2500 (^R25I) including data, charts, related news and more from Yahoo Finance North Carolina Small/Mid Cap Index Fund A Custom Plan Investment Option Fourth Quarter 2020 Fund Fact Sheet. The Russell 2500 is a market cap-weighted index that includes the smallest 2,500 companies covered in the Russell 3000 universe of United States-based listed equities. Russell 3000 Index: The Russell 3000 Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. Russell 2500™ Index is an unmanaged index of approximately 2,500 small- and midcap U.S. stocks. It includes approximately 2500 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2500™ Index measures the performance of the small to midcap segment of the US equity universe, commonly referred to as “smid” cap. The prospectus or summary prospectus contain this and other important information about the Fund(s) and are available at diamond-hill.com or by calling .. . Russell 2500 Growth Index – ETF Tracker The index is designed to measure the performance of those Russell 2500 companies with higher price-to-book ratios and higher forecasted growth values. Compare ETFs vs. mutual funds. Key Facts Plan Sponsor State of North Carolina Asset Class Small Cap - Blend Primary Index Russell 2500 Index Net Assets $366.0 Million Inception Date 03/06/2009 Net Expense Ratio 0.05% Annual Performance Fund The Russell 2500 Index is a subset of the Russell 3000® Index. It includes those Russell 2500 companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations.
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