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Smart US Mid Cap ETF — Investor Relations & Filings

Ticker · USM ISIN · NZUSME0001S0 NZX Financial and insurance activities
Filings indexed 2,453 across all filing types
Latest filing 2026-05-06 Regulatory Filings
Country NZ New Zealand
Listing NZX USM

About Smart US Mid Cap ETF

https://www.smartinvest.co.nz

The Smart US Mid Cap ETF is an exchange-traded fund designed to provide exposure to the mid-capitalization segment of the United States equity market. The fund's primary objective is to track the performance of the CRSP US Mid Cap Index, which comprises companies representing the mid-cap spectrum of the US investable market. By investing in a diversified portfolio of approximately 350 mid-sized enterprises, the fund offers a balance between the growth potential typically associated with smaller companies and the relative stability of large-cap stocks. The ETF employs a passive investment strategy, aiming to replicate the index's returns before fees and taxes. This provides a cost-effective vehicle for gaining broad market representation within the mid-cap space, covering a wide range of sectors including technology, industrials, and consumer discretionary.

Recent filings

Filing Released Lang Actions
USM NTA 05-05-2026 $9.93998
Regulatory Filings
2026-05-06 English
USM NTA 04-05-2026 $9.91431
Regulatory Filings
2026-05-05 English
USM NTA 01-05-2026 $9.97320
Regulatory Filings
2026-05-04 English
USM Fund Update - 31 March 2026
Regulatory Filings
2026-05-01 English
USM NTA 30-04-2026 $9.85884
Regulatory Filings
2026-04-30 English
Director change: Smartshares Limited
Regulatory Filings
2026-04-30 English

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