Morningstar

iShares Russell Small/Mid-Cap Index Fund Investor A Shares BSMAX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $20.94  /  0.00
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.370%
  • Net Expense Ratio 0.360%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.95%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis BSMAX

Will BSMAX outperform in the 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 BSMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Russell Small/Mid-Cap Idx Inv A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings BSMAX

More BSMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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