iShares Russell 1000 Index Fund 529 Portfolio (IRIAX)
| 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 | 59.02 |
| YTD Return | 8.26% |
| 1-Year Return | 34.55% |
| 5-Year Return | 78.56% |
| 52-Week Low | 43.87 |
| 52-Week High | 58.96 |
| Beta (5Y) | 0.99 |
| Holdings | n/a |
| Inception Date | n/a |
About IRIAX
US Large Cap Core ETF 529 Portfolio is a mutual fund designed to provide broad exposure to large-capitalization US equities, primarily targeting investors saving for education through 529 plans. The portfolio seeks to closely match the price and yield performance of the Russell 1000 Index, which comprises many of the largest and most established publicly traded US companies. Its strategy involves investing in a diversified mix of large-cap stocks, offering access across multiple sectors such as technology, healthcare, consumer goods, and financial services. As part of a 529 plan, this portfolio caters to investors looking for long-term capital growth potential and is structured to align with college savings goals. It features a disciplined, index-based investment approach, aiming for reliable tracking of the underlying benchmark while minimizing costs typically associated with active management. The US Large Cap Core ETF 529 Portfolio plays a crucial role within education-focused investment solutions, providing both asset growth potential and simplified exposure to the US large-cap market segment.
Performance
IRIAX had a total return of 34.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.60%.