iShares Russell Microcap Index

(AMEX: IWC)
  • Trade now
  • Add to Watchlist
  • Get Chart
  • Print report
60.95 Up +0.23 +0.38%
Find snapshot for:
MORE ON IWC
QUICK STATS
Latest price 60.95 Change +0.23
Net assets 542.9 Mil % Change +0.38%
YTD +15.94 %
Category Growth
Fund family name iShares
Index tracked S&P 500 TR USD
Inception date 08/12/2005
Turnover ratio +31.00 %
Detailed quote Last price update 05/23/2013 03:59 PM ET

OVERVIEW
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Microcap Index. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the microcap sector of the U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index and includes equity securities issued by issuers with total market capitalizations ranging from approximately $30 million to $668 million.
MORNINGSTAR STYLE BOX
What is this?
Style Box for ETF
Intermediate-Term Low Quality Intermediate-Term Low Quality
Intermediate-Term Low Quality
ANNUAL RETURNS
2010 2011 2012
MKT 29.58 -9.84 19.51
NAV 28.81 -9.52 19.42
View additional performance information
MODERN PORTFOLIO THEORY STATISTICS
MEASUREMENT STANDARD INDEX
S&P 500 TR USD
R-Squared (1-year) 90
Beta (1-year) 1.32
Alpha (1-year) -6.15
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Ad Choice 
Feedback
ASSET ALLOCATION
Prospectus Objectives Growth
FEES AND EXPENSES
Expense Ratio 0.60%
Gross Expense Ratio 0.60%
Net Expense Ratio 0.60%
Management Fee 0.60%
VOLATILITY MEASURES
1-year standard deviation 20.85
Mean 0.93
3-year Sharpe ratio 0.53
3-year Treynor ratio 7.12