iShares Russell 2000 ETF (0JGN)
LSE 
Summary
0JGN Chart
IWM Has Trailed the S&P 500 for a Decade While Carrying More Risk: The Small-Cap Premium That Never Fully Arrived
Millions of retirement portfolios hold small-cap funds on the promise that extra risk earns extra reward over time. That bargain deserves a hard look at what actually happened across the last decade.
Forget IWM: This Screened Small-Cap Fund Beat It Year to Date, Over One Year and Over Five Years
IWM owns every small cap the Russell 2000 will take, profitable or not, and that open-door policy has a measurable cost that most investors never calculate before buying in.
Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the iShares Russell 2000 ETF (IWM) is a passively managed exchange traded fund launched on May 22, 2000.
iShares Russell 2000 ETF (0JGN) FAQ
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iShares Russell 2000 ETF Profile
| LSE Exchange | US Country |
Overview
The described company is a financial investment fund that primarily focuses on replicating the performance of its underlying index through strategic investment in the component securities that comprise the index. The fund's investment strategy demonstrates a strong commitment to closely mirroring the composition and performance of its benchmark index. This is achieved by allocating at least 80% of its assets towards the securities that are constituents of the said index as well as investments that have economic characteristics almost identical to those securities, such as depositary receipts. The fund’s approach signifies a blend of direct investment in index securities and indirect exposure through instruments that replicate the economic effects of owning actual securities.
Products and Services
- Direct Index Investments:
- Depositary Receipts:
- Futures, Options, and Swap Contracts:
- Cash and Cash Equivalents:
The fund invests a significant portion of its assets directly in the securities that make up its underlying index. This direct investment approach ensures that the fund’s performance closely tracks that of the index, providing investors with a transparent and predictable investment product.
As part of its strategy to replicate the economic characteristics of its underlying index, the fund invests in depositary receipts. These instruments represent the securities of the underlying index and allow the fund to gain exposure to foreign markets and sectors included in the index, further diversifying its investment portfolio.
Up to 20% of the fund's assets may be allocated to derivatives such as futures, options, and swap contracts. These financial instruments are utilized to manage risk, hedge positions, or to gain exposure to certain assets or markets without the need for direct investment, thereby enhancing the fund's flexibility and potential for returns.
The fund maintains a portion of its assets in cash and cash equivalents. This allocation not only provides the fund with liquidity to meet redemption requests and take advantage of new investment opportunities but also serves as a risk management tool, cushioning the portfolio against market volatility and downturns.
Contact Information
