Zbgrit - To be included in msci esg fund ratings, 65% (or 50% for bond funds and money market funds) of the fundโs gross weight must come from securities with esg coverage by. 55% zbgrit you could split the domestic allocation 92/8 russell 1000/2000 to get more small cap exposure, but i don't think it's worth the complexity. If you wanted to go really less complex, i'd. The russell 1000 had an average market cap of $416. 33 billion and a median market cap of $13. 2 billion as of jan. 2 % of net assets represents the fund's exposure based on the economic value of securities and is adjusted for futures, options, swaps, and convertible bonds. allocations subject to change. Zbgrit *blackrock russell 1000 indx tr 48% 0. 02 zbgrnt *blackrock russell 2000 indx tr 6% 0. 04 zdevlt *blackrock intl eqty index tst 36% 0. 07 zdevnt *blackrock bond index trust 10% 0. 03 roth. Russell investments, which created and maintains the russell indexes, reranks every public company in the u. s. At the end of may each year.
To be included in msci esg fund ratings, 65% (or 50% for bond funds and money market funds) of the fundโs gross weight must come from securities with esg coverage by. 55% zbgrit you could split the domestic allocation 92/8 russell 1000/2000 to get more small cap exposure, but i don't think it's worth the complexity. If you wanted to go really less complex, i'd.