BRSMMFS Blended Research Small-Mid Cap ETF

Seeks capital appreciation.

Annual Cost

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Fund Size

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Return (1Y)Goal

N/A

Track Record

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Classification

How Beacon categorizes this fund

Asset class

Region

Cap

Smid

Strategy

Active selection

Factor

Multifactor

Index tracked

Russell 2500 Index.

Objective: Seeks capital appreciation.
Strategy: Actively identifies potential investments based on fundamental and quantitative analysis, constructing a portfolio while managing risk factors compared to the Russell 2500 Index. Invests at least 80% of net assets in small and medium market capitalization companies, defined as those within the Russell 2500 Index range. Primarily invests in common stocks and REITs, blending growth and value strategies. May invest in foreign securities and across various industries, using a bottom-up approach to optimize portfolio characteristics.