Skip to Content

iShares Russell Small/Mid-Cap Idx K BSMKX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 16.32  /  +1.87 %
  • Total Assets 564.2 Mil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.070%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.37%
  • Turnover 30%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis BSMKX

Will BSMKX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSMKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

0.65 3.6 Mil
Technology

iShares Russell 2000 ETF

0.64 3.5 Mil

USD - Spendable Cash

0.41 2.2 Mil
Cash and Equivalents

Builders FirstSource Inc

0.39 2.1 Mil
Industrials

Deckers Outdoor Corp

0.38 2.1 Mil
Consumer Cyclical

PulteGroup Inc

0.38 2.1 Mil
Consumer Cyclical

Vertiv Holdings Co Class A

0.38 2.1 Mil
Industrials

iShares Russell Mid-Cap ETF

0.35 1.9 Mil

Axon Enterprise Inc

0.35 1.9 Mil
Industrials

PTC Inc

0.34 1.9 Mil
Technology