iShares ESG Select Screened S&P Small-Cap ETF (XJR)
35.44
+0.43
(+1.22%)
USD |
BATS |
Apr 23, 16:00
Key Stats
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| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.12% | 0.02% | 90.36M | 15906.20 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.72% | 28.00% | 25.26M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index. The Underlying Index measures the performance of the small-capitalization sector of the US equity market while applying screens for company involvement in controversies and controversial business activities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of April 24, 2025.
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | -4.67% |
| Stock | 96.97% |
| Bond | 1.40% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 6.30% |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index. The Underlying Index measures the performance of the small-capitalization sector of the US equity market while applying screens for company involvement in controversies and controversial business activities. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | BlackRock |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |