BKSE

BKSE provides investors with broad exposure in the small-cap space. The fund provides concentrated exposure to the small-cap equity sector of the US market by tracking an index comprised of the top 600 corporations following the first 900 included in the Solactive GBS United States 1500 Index. Initially, the index universe is filtered to include exclusively US common stocks and Real Estate Investment Trust (REITs) listed on a domestic exchange. These eligible securities are organized and ranked in descending order based on their market capitalization. Moreover, the investment mix may include ETFs and derivatives that offer similar economic exposure. All securities are selected and weighted by their market capitalization. The index is rebalanced every quarter in February, May, August, and November. Prior to November 15, 2023, the fund tracked the Morningstar US Small Cap Index.