SMLF

📎 Investment Objective

The iShares U.S. Small Cap Equity Factor ETF (SMLF) seeks to track the investment results of an index composed of U.S. small-capitalization stocks that have favorable exposure to certain 'factors' or characteristics that have historically been associated with higher returns.

✨ Key Features

• Provides exposure to a diversified portfolio of U.S. small-cap stocks with factor-based tilts
• Aims to deliver returns that outperform the broader small-cap market over the long term
• Low expense ratio of 0.00%
• Suitable for investors seeking small-cap equity exposure with a factor-based approach

⚠️ Primary Risks

• Market risk: The value of the fund's shares will fluctuate with changes in the value of the underlying securities
• Small-cap risk: Small-cap stocks may be more volatile and less liquid than large-cap stocks
• Factor risk: The fund's factor-based strategy may underperform the broader market at times
• Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

SMLF may be suitable for long-term investors seeking exposure to U.S. small-cap stocks with a factor-based approach. The fund's focus on factors like value, momentum, quality, and low volatility may appeal to investors looking to potentially enhance returns over the broader small-cap market. However, the fund's small-cap exposure and factor-based strategy also come with increased volatility and risk, so it is best suited for investors with a higher risk tolerance and a long-term investment horizon.