iShares Russell 2000 Index Fund 529 Portfolio (IRNCX)
| 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 | 31.95 |
| YTD Return | 6.64% |
| 1-Year Return | 16.56% |
| 5-Year Return | 17.63% |
| 52-Week Low | 21.20 |
| 52-Week High | 32.80 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About IRNCX
The US Small Cap Core ETF 529 Portfolio – Class C is a specialized portfolio offered within 529 college savings plans, focusing on exposure to small-capitalization U.S. equities. Its primary objective is to achieve investment results that closely correspond to the price and yield performance of a recognized small-cap equity benchmark, such as the S&P SmallCap 600 or the Russell 2000 Index. This portfolio invests substantially all of its assets in exchange-traded funds that mirror these indices, thereby providing diversified access to a broad pool of small-cap companies across various sectors including consumer discretionary, financials, and industrials. By employing a passive investment strategy, the portfolio seeks to replicate index performance rather than exceed it, emphasizing consistent, broad-based market exposure. Its structure as a 529 portfolio underscores its intended role in facilitating long-term education-related savings, making it an important component within college funding strategies for individuals seeking growth potential from the smaller segments of the U.S. equity market.
Performance
IRNCX had a total return of 16.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.46%.