The iShares Core S&P Small-Cap ETF (IJR) is managed by BlackRock Fund Advisors (BFA) and seeks to track the performance of the S&P SmallCap 600 Index, which measures the small-capitalization sector of the U.S. equity market. The Underlying Index includes approximately 2.26% of the market capitalization of all publicly traded U.S. equity securities as of March 31, 2023. IJR utilizes an indexing approach, aiming to replicate the performance of its benchmark index rather than attempting to outperform it. This strategy helps reduce some of the risks associated with active management and aims to achieve lower costs and better after-tax performance by maintaining low portfolio turnover. The fund generally invests at least 80% of its assets in securities from its Underlying Index, with the flexibility to invest up to 20% in futures, options, swaps, cash, and other investments to track the index effectively. Additionally, IJR may engage in securities lending, and its industry concentration policy aligns with that of the Underlying Index.
The iShares Core S&P Small-Cap ETF (IJR) aims to mirror the performance of the S&P SmallCap 600 Index, which tracks the small-capitalization sector of the U.S. equity market. As of the most recent data available, this index accounted for approximately 2.26% of the total market capitalization of publicly traded U.S. equity securities. IJR's dividend distribution is influenced by the dividend policies and performances of the individual companies within the index. The ETF typically distributes dividends on a regular basis, and investors can expect these distributions to align with the underlying index's constituent companies' dividend activities. While IJR primarily focuses on capital appreciation, it may provide investors with some level of dividend returns, making it a versatile investment option for those seeking both growth and income.
Tracking the S&P SmallCap 600 Index is the primary objective of the iShares Core S&P Small-Cap ETF (IJR). This ETF seeks to replicate the performance of the small-capitalization sector in the U.S. equity market, as determined by S&P Dow Jones Indices LLC. The underlying index, as of March 31, 2023, includes approximately 2.26% of the market capitalization of all publicly traded U.S. equity securities. IJR's portfolio consists of a representative sample of securities that collectively mirror the investment profile of the S&P SmallCap 600 Index. With its indexing strategy, IJR aims to provide investors with a cost-effective and tax-efficient approach to gain exposure to the small-cap segment of the U.S. equity market.
The correlation aspect of the iShares Core S&P Small-Cap ETF (IJR) is crucial in understanding its behavior relative to the small-capitalization sector of the U.S. equity market. As IJR aims to track the performance of the S&P SmallCap 600 Index, its correlation with this index is expected to be strong. This correlation makes IJR a valuable tool for investors looking to gain exposure to small-cap stocks and diversify their portfolios. To delve deeper into IJR's correlation and explore its overlaps with various sectors and assets, investors can utilize ETF Insider's web app, which offers insightful data visualization tools for a comprehensive analysis of U.S. ETFs.
The iShares Core S&P Small-Cap ETF (IJR) is heavily invested in the small-capitalization sector of the U.S. equity market, as measured by the S&P SmallCap 600 Index. As of the most recent data available, the ETF holds approximately 2.26% of the total market capitalization of all publicly traded U.S. equity securities within its index. IJR aims to replicate the performance of the underlying index by closely tracking its constituent securities, which are selected based on factors such as market capitalization and industry weightings. This sector concentration allows investors to access the potential growth and opportunities associated with small-cap companies while maintaining a diversified portfolio. However, it's important to note that investing in small-cap stocks can involve higher volatility and risk compared to larger, more established companies.
The exposure characteristic of the iShares Core S&P Small-Cap ETF (IJR) is focused on the small-cap sector of the U.S. equity market. IJR seeks to replicate the performance of the S&P SmallCap 600 Index, representing small-cap companies in the United States. With approximately 2.26% of the market capitalization of all publicly traded U.S. equity securities as of March 31, 2023, this ETF provides investors with exposure to a diverse range of industries, though a significant portion of the index is composed of financials and industrials companies. IJR's indexing approach aims to provide cost-efficient exposure to small-cap stocks, reducing some of the risks associated with active management.
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