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Morningstar

iShares Russell Small/Mid-Cap Idx Instl BSMIX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 15.45  /  0.00
  • Total Assets 550.4 Mil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 1.28%
  • Turnover 30%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BSMIX

Will BSMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares Russell Small/ Mid-Cap Idx Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSMIX

More BSMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

0.82 4.8 Mil
—

Super Micro Computer Inc

0.79 4.6 Mil
Technology

iShares Russell Mid-Cap ETF

0.49 2.8 Mil
—

Vertiv Holdings Co Class A

0.44 2.5 Mil
Industrials

PulteGroup Inc

0.40 2.3 Mil
Consumer Cyclical

Builders FirstSource Inc

0.40 2.3 Mil
Industrials

MicroStrategy Inc Class A

0.39 2.3 Mil
Technology

Vistra Corp

0.39 2.3 Mil
Utilities

Deckers Outdoor Corp

0.38 2.2 Mil
Consumer Cyclical

BlackRock Cash Funds Treasury SL Agency

0.35 2.0 Mil
Cash and Equivalents