Morningstar

iShares Russell 2000 Small-Cap Index Fund Class K BDBKX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $30.30  /  +0.40 %
  • Fund Size $3.8B
  • Adjusted Expense Ratio 0.070%
  • Net Expense Ratio 0.070%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.07%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis BDBKX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Russell 2000 Small-Cap Idx K 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
Rated on Published on

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Portfolio Holdings BDBKX

More BDBKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

1.01 55M
Cash and Equivalents

Twist Bioscience Corp

0.43 24M
Healthcare

Moog Inc Class A

0.37 20M
Industrials

JFrog Ltd Ordinary Shares

0.35 20M
Technology

10x Genomics Inc Ordinary Shares - Class A

0.35 20M
Healthcare

UMB Financial Corp

0.32 18M
Financial Services

BrightSpring Health Services Inc

0.32 18M
Healthcare

Glaukos Corp

0.32 17M
Healthcare

Viasat Inc

0.30 17M
Technology

Hut 8 Corp

0.30 16M
Financial Services

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