iShares Russell 2000 Index Fund 529 Portfolio (CIETX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 39.55 |
| YTD Return | 19.56% |
| 1-Year Return | 33.80% |
| 5-Year Return | 39.11% |
| 52-Week Low | 28.72 |
| 52-Week High | 40.49 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CIETX
The US Small Cap Core ETF 529 Portfolio A is an investment portfolio designed primarily for education savings within a 529 plan structure. Its principal objective is to match, before fees and expenses, the price and yield performance of the Russell 2000 Index, which serves as a widely recognized benchmark for the small-cap U.S. equity market. By focusing on small-capitalization companies, this portfolio provides investors access to a broad universe of smaller, growth-oriented firms across diverse sectors. The methodology seeks to deliver diversified equity exposure by tracking an index comprising roughly 2,000 publicly traded small-cap stocks, thereby reflecting the dynamic segment of the U.S. economy represented by emerging and expanding companies. As a core holding within education-focused portfolios, the US Small Cap Core ETF 529 Portfolio A plays a significant role in helping investors pursue long-term capital appreciation while benefiting from the potential tax advantages of 529 college savings plans.
Performance
CIETX had a total return of 33.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.57%.