The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) was launched on September 7, 2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Launched on September 7, 2016, the iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV), a passively managed exchange traded fund launched on September 7, 2016.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 58 | $1,994.86 | $2,694.39 | $699.53 | 35.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,993 | $193,207.38 | $231,874.92 | $38,667.54 | 20.01% |
Jeff Ameen Spire Wealth Management | 2,990 | $103,688.24 | $138,706.1 | $35,017.86 | 33.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,045 | $214,625.69 | $234,491.6 | $19,865.91 | 9.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,601 | $849,422.8 | $909,290.39 | $59,867.59 | 7.05% |
| BATS Exchange | US Country |
The company specializes in offering investment solutions that focus on the small-capitalization U.S. equities market, emphasizing stability and reduced volatility. By investing a majority of its assets in securities that are part of its underlying index, the fund aims to replicate the economic characteristics of these securities. The underlying index, developed by MSCI Inc., is designed to track the performance of small-cap U.S. equities that collectively exhibit lower volatility than the broader small-cap market. This strategic approach ensures that the company targets investments that are not only promising in terms of growth potential but also offer a comparatively stable investment horizon within the inherently volatile small-cap sector.
This fund primarily invests in securities that form part of the designated MSCI-developed index. These securities are selected based on their ability to represent the performance of low-volatility small-capitalization U.S. equities. By aligning its investment strategy with the components of the index, the fund seeks to offer investors exposure to a carefully curated segment of the small-cap market that is characterized by reduced volatility.
In addition to directly investing in the component securities of the index, the fund also allocates assets to investments that have economic characteristics identically mirroring those of the index's components. This dual approach enables a more robust replication of the index’s performance, enhancing the fund's ability to achieve its investment objective of mimicking the economic characteristics and performance of select low-volatility small-cap U.S. equities.