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Morningstar

iShares Core S&P 500 ETF USD Acc CSSPX

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis CSSPX

Will CSSPX 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 CSSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSSPX 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 CSSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large- to mid-cap exposure to U.S. equities at an attractive fee, but cheaper alternatives exist.

Director Monika Calay

Monika Calay

Director

Summary

IShares Core S&P 500 ETF tracks the S&P 500, a market-cap-weighted U.S. large-cap equity index. The fund's low fee and a soundly constructed and reasonably representative portfolio leave the fund well-positioned to continue its long streak of producing superior risk-adjusted returns relative to its peers over the long haul.

by Monika Calay
Rated on Published on

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Portfolio Holdings CSSPX

More CSSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.13 5.9 Bil
Technology

Apple Inc

5.75 4.8 Bil
Technology

NVIDIA Corp

4.61 3.8 Bil
Technology

Amazon.com Inc

3.79 3.2 Bil
Consumer Cyclical

Meta Platforms Inc Class A

2.55 2.1 Bil
Communication Services

Alphabet Inc Class A

2.20 1.8 Bil
Communication Services

Alphabet Inc Class C

1.86 1.6 Bil
Communication Services

Berkshire Hathaway Inc Class B

1.73 1.4 Bil
Financial Services

Eli Lilly and Co

1.37 1.1 Bil
Healthcare

JPMorgan Chase & Co

1.31 1.1 Bil
Financial Services