Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. MSCI has established an information barrier between equity index research and certain Information. Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class A, as of Apr 30, 2021 rated against 377 Mid-Cap Blend Funds based on risk adjusted total return. At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. Overall 4 Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class A, as of Mar 31, 2021 rated against 376 Mid-Cap Blend Funds based on risk adjusted total return. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Start a 14 … Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. Literature. Investing involves risk, including possible loss of principal. The iShares Russell Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. All data is from MSCI ESG Fund Ratings as of Apr 07, 2021, based on holdings as of Dec 31, 2020. For more information regarding a fund's investment strategy, please see the fund's prospectus. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. All other marks are the property of their respective owners. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe. This strategy fully replicates the Russell Midcap Index. All other marks are the property of their respective owners. Had sales charge been included, returns would have been lower. Find the latest iShares Russell Mid-Cap ETF (IWR) stock quote, history, news and other vital information to help you with your stock trading and investing. For standardized performance, please see the Performance section above. To reach a different BlackRock site directly, please update your user type. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Read the prospectus carefully before investing. Those distributions temporarily cause extraordinarily high yields. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose. This analysis can provide insight into the effective management and long-term financial prospects of a fund. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal -% and for Oil Sands -%. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. For newly launched funds, sustainability characteristics are typically available 6 months after launch. The stocks are also members of the Russell 1000 index. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. For more information regarding a fund's investment strategy, please see the fund's prospectus. Characteristics. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Analyze the Fund iShares Russell Small/Mid-Cap Index Fund Institutional Shares having Symbol BSMIX for type mutual-funds and perform research on other mutual funds. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Performance results reflect past performance and are no guarantee of future results. Discuss with your financial planner today. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal -% and for Oil Sands -%. The metrics below have been provided for transparency and informational purposes only. Source: Lipper. He is a global sponsor for OUT, the firm's LGBT employee network. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. Discuss with your financial planner today. Review the MSCI methodology behind the Business Involvement metrics, using links below. See performance data and interactive charts for iShares Russell Mid-Cap Index Fund (BRMKX). As such, the fund’s sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. Review the MSCI methodology behind the Business Involvement metrics, using links below. I consult or invest on behalf of a financial institution. The underlying index is a subset of the Russell 3000 ® Index. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Previously, Ms. Whitelaw worked in the Transition Services group as both a transition manager and strategist, and was also an international equity trader on Barclays Global Investors' trading desk. ©2021 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. The Underlying Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. For more information regarding a fund's investment strategy, please see the fund's prospectus. Research information including fund fees, cost projections and minimum investments for iShares Russell Mid-Cap Index Fund. iShares Russell Mid-Cap Index Fund mutual fund. iShares Russell Mid-Cap ETF Company Profile. Overall Morningstar Rating for iShares Russell Mid-Cap Index Fund, Class K, as of Apr 30, 2021 rated against 377 Mid-Cap Blend Funds based on risk adjusted total return. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. The fund seeks to track the investment results of the Russell 2500 ™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. Investment Approach. BlackRock funds are also available through certain brokerage accounts. This information must be preceded or accompanied by a current prospectus. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Fees are Low compared to funds in the same category. All performance after inception of the share class is actual performance. Russell 1000 Index is a market capitalization-weighted index designed to measure the performance of the large-cap segment of the U.S. equity market. USR-9694. All other marks are the property of their respective owners. Seeks to track the performance of the Russell 2500 Index, which measures the small to mid-cap segment of the U.S. equity universe. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. There is no assurance that a fund will repeat that yield in the future. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. iShares Russell Mid-Cap Index Fund has an expense ratio of 0.07 percent. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. Mr. Mason's investment team is responsible for Index Equity, iShares Equity, Alternative Beta and Asset Allocation portfolios. This market-cap-weighted index features the Russell 1000 Index constituents that rank between the 201st and 1,000th largest. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index). Please refer to the fund’s prospectus for more information. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES). Read the prospectus carefully before investing. Learn about BSMAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided “as is” and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. This information should not be used to produce comprehensive lists of companies without involvement. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. See fees data for iShares Russell Mid-Cap Index Fund (BRMAX). Net Expense Ratio excluding Investment Related Expenses is 0.35%. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Prior to BGI, she worked in the Institutional Derivatives Sales group at Goldman Sachs. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. BRMKX | A complete iShares Russell Mid-Cap Idx Fund;K mutual fund overview by MarketWatch. Performance for other share classes will vary. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Investment return and principal value of shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. All data is from MSCI ESG Fund Ratings as of Apr 07, 2021, based on holdings as of Dec 31, 2020. Mr. Savage has been a senior portfolio manager for BFA and BTC since 2009. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Fund expenses, including 12b-1 fees, management fees and other expenses were deducted. iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The effective management and long-term financial prospects of a fund may be exposed through its Investments charge been. And interactive charts for iShares Russell Mid-Cap ETF ( the ishares russell mid cap index fund ) been a senior portfolio for! Submitted to, nor received approval from, the US SEC or any other regulatory body start a …... On income earned for the period cited and on the West Coast 800 smallest in... 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