iShares S&P 500 Index Fund Investor A Shares BSPAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$857.16  /  +0.32%
  • Fund Size$58.2B
  • Adjusted Expense Ratio0.350%
  • Net Expense Ratio0.350%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.74%
  • Turnover Ratio14%

Morningstar’s Analysis BSPAX

Will BSPAX outperform in the future?

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

Best-in-class option for large-cap US stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

IShares S&P 500 accurately represents the large-cap US stock market, allowing its low fee and efficient portfolio to carve out a long-term edge.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSPAX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.345B
Technology

Apple Inc

7.344B
Technology

Microsoft Corp

5.753B
Technology

Amazon.com Inc

3.692B
Consumer Cyclical

Alphabet Inc Class A

3.052B
Communication Services

Broadcom Inc

2.522B
Technology

Alphabet Inc Class C

2.441B
Communication Services

Meta Platforms Inc Class A

2.411B
Communication Services

Micron Technology Inc

1.821B
Technology

Tesla Inc

1.51917M
Consumer Cyclical

Sponsor Center