iShares Russell 2000 Index Fund 529 Portfolio (IRNAX)
| 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 | 36.68 |
| YTD Return | 6.75% |
| 1-Year Return | 17.45% |
| 5-Year Return | 22.14% |
| 52-Week Low | 24.18 |
| 52-Week High | 37.63 |
| Beta (5Y) | 1.08 |
| Holdings | n/a |
| Inception Date | n/a |
About IRNAX
The SC Future Scholar Advisor US Small Cap Core ETF 529 Portfolio AG is a mutual fund designed for investors seeking exposure to U.S. small-cap equities within a 529 college savings framework. Its primary purpose is to facilitate long-term educational savings by leveraging the growth potential of small-cap companies, which historically have offered higher growth prospects and greater volatility compared to large-cap counterparts. The portfolio invests primarily in funds or ETFs that track small-cap indices, such as the Russell 2000, providing diversified access to emerging and rapidly developing businesses across various sectors of the U.S. economy. This fund is structured as part of the Future Scholar 529 Plan, a tax-advantaged program aimed at helping families accumulate savings for future higher education expenses. The asset plays a key role for investors focused on maximizing growth through equities while benefitting from the strategic and flexible investment options available in a 529 plan structure, supporting educational goals with targeted exposure to the small-cap segment of the market.
Performance
IRNAX had a total return of 17.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.30%.