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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
iShares Russell 2500 ETF: holdings, performance and fees
1Y return+19.3%
3Y return+48.8%
5Y return+42.2%
Top 10 holdings
| Holding | Weight |
|---|---|
| ISHARES RUSSELL 2000 ETF | 41.6% |
| SANDISK CORP | 1.3% |
| CIENA CORPORATION | 0.8% |
| LUMENTUM HOLDINGS INC. | 0.7% |
| COMFORT SYSTEMS USA, INC. | 0.7% |
| COHERENT CORP | 0.6% |
| Insmed Inc Ord | 0.5% |
| EMCOR GROUP | 0.5% |
| ROCKET LAB CORPORATION | 0.5% |
| TAPESTRY, INC. | 0.4% |
Top sectors
- Industrials21.4%
- Financials15.3%
- Information Technology14.9%
- Health Care12.4%
- Consumer Discretionary10.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN